Relationship Banker: Grow Trust with Tailored Finance

JPMorgan Chase; Wayland (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering hospitality and tailored financial solutions. You will acquire, manage, and retain client relationships using financial knowledge to meet needs while embracing regulatory standards and company policies.

Responsibilities include building trust through proactive client meetings, educating clients on digital tools, and collaborating with specialists to address complex financial needs.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Excellent communication, in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree or equivalent; licensing within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive service, creating a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships.
• Engage in clear, consultative communication to understand and help clients.
• Educate clients on technology solutions such as Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions and connect them to specialists.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience in Retail Banking

Client relationship building

Excellent communication

Regulatory compliance awareness

Weekend/evening availability

Education

High school degree or equivalent

College degree preferred

Tools

SIE exam

FINRA Series 6

State registration (63)

Life license

NMLS registration

Job description

JPMorganChase is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering hospitality and tailored financial solutions. You will acquire, manage, and retain client relationships using financial knowledge to meet needs while embracing regulatory standards and company policies.

Responsibilities include building trust through proactive client meetings, educating clients on digital tools, and collaborating with specialists to address complex financial needs.