Relationship Banker: Personal Banking & Client Growth

JPMorgan Chase & Co.; Brookline (MA); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Brookline is seeking a Relationship Banker to deliver exceptional hospitality while leveraging banking solutions and technology to meet clients’ financial needs.

You will take a lead role in acquiring, managing, and retaining client relationships within the branch, using your knowledge to offer thoughtful solutions and expand the bank’s trusted advisory relationships. The role requires 1+ year of sales experience in retail banking or financial services, strong

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success.
• Ability to create memorable client experiences and tailor product recommendations.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail while maintaining compliance.
• Operate within risk parameters and complete required training.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them in person or by phone to build relationships.
• Engage in clear, consultative communication to understand client needs.
• Educate clients about technology solutions (Chase Mobile, Chase.com, ATMs).
• Learn products and procedures to consult on banking solutions and coordinate with specialists.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client service

Communication skills

Risk awareness

Regulatory compliance

Flexibility in scheduling

Education

High school degree

SIE exam

FINRA Series 6

State registration (63 if required)

Life licenses

Job description

JPMorgan Chase & Co. in Brookline is seeking a Relationship Banker to deliver exceptional hospitality while leveraging banking solutions and technology to meet clients’ financial needs.

You will take a lead role in acquiring, managing, and retaining client relationships within the branch, using your knowledge to offer thoughtful solutions and expand the bank’s trusted advisory relationships. The role requires 1+ year of sales experience in retail banking or financial services, strong