Relationship Banker: Elevate Client Experience & Growth

Next Frontier Capital; Boston (MA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is hiring a Relationship Banker in a Chase Branch in Boston. The role emphasizes delivering hospitality, acquiring and retaining clients, and using advanced banking tech to meet client needs.

You will build lasting relationships, provide thoughtful financial solutions, and collaborate with specialists to address complex financial needs while complying with all regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking with proven success in acquiring clients.
• Excellent communication and ability to tailor features and benefits to clients.
• Ability to resolve client issues with attention to detail and trust.
• Operate within risk parameters and complete required training.

Responsibilities

• Put clients first and exceed their expectations with attentive service.
• Manage assigned clients, meeting with them in person or by phone to build relationships.
• Engage in clear, consultative communication to understand client needs.
• Educate clients on technology solutions like mobile app and online banking.
• Learn products and procedures quickly to consult on banking solutions with experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Communication skills

Relationship building

Regulatory compliance awareness

Education

High school diploma or GED

SIE exam & FINRA Series 6 licensing readiness

Job description

JPMorgan Chase & Co. is hiring a Relationship Banker in a Chase Branch in Boston. The role emphasizes delivering hospitality, acquiring and retaining clients, and using advanced banking tech to meet client needs.

You will build lasting relationships, provide thoughtful financial solutions, and collaborate with specialists to address complex financial needs while complying with all regulatory requirements.