Relationship Banker: Build Trusted Client Relationships

JPMorganChase

Newtonville (MA)

On-site

USD 52,000 - 76,000

Full time

14 days+

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Job summary

JPMorganChase in Newtonville, MA, seeks a Relationship Banker to engage clients, understand financial goals, and offer solutions across Chase products. Build trust through proactive outreach, in-branch and phone interactions, and a commitment to exceptional service.

You will educate clients on digital tools like Chase Mobile, Chase.com, and ATMs while adhering to regulatory requirements. A strong sales mindset and financial services background are preferred.

Qualifications

  • 1+ year of sales experience in Retail Banking or Financial Services with proven success in acquiring new clients and deepening relationships.
  • Ability to create memorable client experiences and tailor product recommendations.
  • Excellent communication skills in person and over the phone with diverse clients.
  • Ability to resolve client issues with attention to detail while adhering to risk and compliance.

Responsibilities

  • Put clients first and deliver attentive, friendly service to create a welcoming environment.
  • Manage assigned clients and meet with them in person and by phone to build lasting relationships and tailor recommendations.
  • Communicate clearly to understand client needs, build trust, and anticipate requests.
  • Educate clients on technology solutions such as Chase Mobile App, Chase.com, and ATMs for convenient banking.
  • Learn products, procedures, and consult with clients, coordinating with specialists for financial needs.

Skills

Sales experience
Excellent communication
Relationship building
Client service

Education

High school diploma or GED

Job description

JPMorganChase in Newtonville, MA, seeks a Relationship Banker to engage clients, understand financial goals, and offer solutions across Chase products. Build trust through proactive outreach, in-branch and phone interactions, and a commitment to exceptional service.

You will educate clients on digital tools like Chase Mobile, Chase.com, and ATMs while adhering to regulatory requirements. A strong sales mindset and financial services background are preferred.

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