Trusted Financial Advisor – Relationship Banker

JPMorgan Chase & Co.; Wayne (PA); On-site; USD 42,000 - 63,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker at a Chase Branch in Wayne, PA. You will represent the brand with hospitality, promote banking solutions, and manage client relationships to meet their financial needs.

Responsibilities include delivering friendly service, meeting clients to understand needs, and guiding them to digital tools like Chase Mobile App and Chase.com while complying with regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for our clients.
• Excellent communication skills, both in person and over the phone.
• Must meet risk, compliance, and licensing requirements (SIE, Series 6, state licenses).
• Ability to work extended branch hours including weekends.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meeting them in person or by phone to deepen relationships.
• Explain products and services and tailor recommendations.
• Encourage use of Chase Mobile App, Chase.com, and ATMs for client needs.
• Learn products and procedures quickly to consult on banking solutions.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience in retail banking

Relationship building

Communication skills

Regulatory compliance

Customer service

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker at a Chase Branch in Wayne, PA. You will represent the brand with hospitality, promote banking solutions, and manage client relationships to meet their financial needs.

Responsibilities include delivering friendly service, meeting clients to understand needs, and guiding them to digital tools like Chase Mobile App and Chase.com while complying with regulatory requirements.