Relationship Banker: Elevate Client Experiences

JPMorgan Chase & Co.; Boston (MA); On-site; USD 45,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in Boston seeks an Associate Relationship Banker to welcome clients and provide guidance on banking products. You will use Chase Mobile App, Chase.com, and ATMs to help customers access services, while building lasting relationships and giving thoughtful financial solutions.

The role emphasizes hospitality, compliance with banking regulations, and collaboration with branch experts to address client needs.

Qualifications

• High school diploma or GED or foreign equivalent.
• Ability to work branch hours including weekends and some evenings.
• 1+ year of sales experience in Retail, Financial Services, or related industries.
• 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

Consultative communication

Client relationship skills

Attention to detail

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Boston seeks an Associate Relationship Banker to welcome clients and provide guidance on banking products. You will use Chase Mobile App, Chase.com, and ATMs to help customers access services, while building lasting relationships and giving thoughtful financial solutions.

The role emphasizes hospitality, compliance with banking regulations, and collaboration with branch experts to address client needs.