Relationship Banker: Client Experience Specialist

JPMorgan Chase & Co.; McKeesport (Allegheny County); On-site; USD 40,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in McKeesport, PA seeks an Associate Relationship Banker to greet clients, understand their financial needs, and offer thoughtful solutions using the Chase mobile app and online tools. You’ll build relationships, educate customers on banking services, and connect them with specialists for complex needs.

The role emphasizes hospitality, regulatory compliance, and a willingness to work with customers in person or by phone, including occasional weekends.

Qualifications

• High school diploma, GED, or foreign equivalent.
• 1+ year of sales experience in Retail, Financial Services, or other related industries.
• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Engage in clear, polite, consultative communication to help clients and build trust – ask questions and listen to understand, anticipate their needs.
• Assist walk-in and scheduled clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication skills

Customer service mindset

Resolve client issues

Sales experience

Time management

Education

High school diploma or GED

College degree

Tools

CRM systems

Banking software

Job description

JPMorgan Chase & Co. in McKeesport, PA seeks an Associate Relationship Banker to greet clients, understand their financial needs, and offer thoughtful solutions using the Chase mobile app and online tools. You’ll build relationships, educate customers on banking services, and connect them with specialists for complex needs.

The role emphasizes hospitality, regulatory compliance, and a willingness to work with customers in person or by phone, including occasional weekends.