Relationship Banker: Elevate Client Experiences

J.P. Morgan; Shrewsbury (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Chase is hiring a Relationship Banker in a Massachusetts branch to deliver hospitality-driven service and leverage cutting-edge financial tools. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to meet their needs and simplify their lives.

The role emphasizes client-first service, proactive outreach, and collaboration with specialists to address complex financial needs, while complying with procedures and regulations.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences and tailor recommendations.
• Strong communication skills for in-person and phone conversations.
• Ability to resolve client issues with attention to detail and accuracy.
• Operate within risk parameters and complete required training.
• High school diploma, GED, or foreign equivalent; licensing requirements.

Responsibilities

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

Skills

Sales experience

Client relationships

Communication

Regulatory compliance

Branch hours flexibility

Education

High school diploma or GED

Job description

Chase is hiring a Relationship Banker in a Massachusetts branch to deliver hospitality-driven service and leverage cutting-edge financial tools. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to meet their needs and simplify their lives.

The role emphasizes client-first service, proactive outreach, and collaboration with specialists to address complex financial needs, while complying with procedures and regulations.