Relationship Banker: Build Lasting Client Relationships

JPMorgan Chase & Co.; New Britain Township (Bucks County); On-site; USD 40,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to foster strong client relationships and provide tailored financial solutions. You will represent the brand with hospitality, leveraging digital tools to enhance service while staying compliant with all regulations.

The role emphasizes acquiring, managing, and retaining clients, with flexible hours to meet branch needs, including weekends and evenings. A proven sales track record and regulatory knowledge are valued.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industry.
• Ability to create memorable client experiences.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree or GED.
• Licensing: SIE, FINRA Series 6, state registration, Life licenses required or pursued within 180 days.

Responsibilities

• Put clients first and deliver attentive service, creating a welcoming environment.
• Manage assigned clients and meet with them in person or by phone to build relationships and tailor recommendations.
• Communicate clearly to understand and anticipate client needs and build trust.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures to consult on banking solutions and connect clients with specialists.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship

Communication skills

Regulatory compliance

Hours flexibility

Education

High school degree

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to foster strong client relationships and provide tailored financial solutions. You will represent the brand with hospitality, leveraging digital tools to enhance service while staying compliant with all regulations.

The role emphasizes acquiring, managing, and retaining clients, with flexible hours to meet branch needs, including weekends and evenings. A proven sales track record and regulatory knowledge are valued.