Relationship Banking Associate: Elevate Client Experience

JP Morgan Chase; Westford (MA); On-site; USD 42,000 - 52,000; Full time

Job summary

JPMorgan Chase is seeking an Associate Relationship Banker to welcome clients in our branches and provide proactive financial guidance. You will use Chase Mobile App, Chase.com, and ATMs to support clients and connect them with appropriate products and services.

The role emphasizes building trust, delivering warm, personalized service, and complying with banking regulations while contributing to branch goals and client satisfaction.

Qualifications

• Provide memorable client service in a banking environment.
• Explain products and services to meet financial needs.
• Follow policies, risk, and regulatory requirements.
• Resolve client inquiries with thorough follow-through.
• Prioritize customer experience and trust.

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

Customer service

Communication

Consultative selling

Problem solving

Attention to detail

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking an Associate Relationship Banker to welcome clients in our branches and provide proactive financial guidance. You will use Chase Mobile App, Chase.com, and ATMs to support clients and connect them with appropriate products and services.

The role emphasizes building trust, delivering warm, personalized service, and complying with banking regulations while contributing to branch goals and client satisfaction.