Strategic Client Relationship Banker

JPMorganChase; New Britain Township (Bucks County); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

On-site wellness

Licensing support

Job summary

JPMorganChase in the United States is seeking a Relationship Banker to cultivate client relationships and provide tailored financial solutions in a branch setting.

You will advise clients on everyday banking, digital solutions, and credit products, while ensuring compliance and service excellence. The role requires licensing steps under regulatory rules and weekend/evening availability, with comprehensive rewards and development opportunities.

Qualifications

• High school diploma or GED required.
• SIE exam, FINRA Series 6, and state registration (63 if required) are required.
• Ability to work weekends and some evenings.
• Must complete licensing program within 180 days.

Responsibilities

• Build new client relationships and manage assigned clients.
• Provide banking solutions and cross-sell products.
• Educate clients on Chase Mobile and online banking.
• Adhere to risk, compliance, and regulatory requirements.
• Collaborate with team of experts for complex needs.

Skills

Sales experience

Communication skills

Client focus

Regulatory knowledge

Time management

Flexibility

Education

High school diploma

SIE exam

Series 6

State license 63

Life license

Job description

JPMorganChase in the United States is seeking a Relationship Banker to cultivate client relationships and provide tailored financial solutions in a branch setting.

You will advise clients on everyday banking, digital solutions, and credit products, while ensuring compliance and service excellence. The role requires licensing steps under regulatory rules and weekend/evening availability, with comprehensive rewards and development opportunities.