Associate Relationship Banker

Job Description

Associate Relationship Banker | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in Walpole, MA. At Chase, we are dedicated to creating memorable experiences and building lasting relationships for clients and employees. This role is crucial for representing our brand and culture, utilizing financial knowledge and technology to offer thoughtful solutions that make clients’ lives easier and contribute to the branch’s success.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Walpole

• Mission: Help clients address their financial needs, make their lives easier, and contribute to the success of the branch.
• Tech Stack: Chase Mobile App, Chase.com, ATMs

What You’ll Actually Do
• Client Experience: Create a welcoming environment and deliver attentive, friendly service to exceed client expectations.
• Consultative Communication: Engage in clear, polite dialogue to ask questions, listen, understand client needs, and build trust.
• Relationship Management: Assist walk-in and scheduled clients, in person and over the phone, to build lasting relationships and tailor product and service recommendations.
• Technology Guidance: Educate clients on how to leverage digital banking solutions such as the Chase Mobile App, Chase.com, and ATMs for their banking needs.
• Financial Consultation: Learn products, services, and procedures quickly to effectively consult with clients about banking solutions and connect them to specialized financial experts.

The Must-Haves
• Background: Entry-Level. High school degree, GED, or foreign equivalent.
• Experience: Demonstrated ability to create memorable client experiences, resolve client issues quickly and effectively, and operate within established risk parameters. Preferred: 1+ year of sales experience in Retail, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Skills: Excellent communication skills (both in person and over the phone), attention to detail in resolving client issues, understanding and adherence to internal/external risk and compliance obligations.
• Bonus: College degree or military equivalent, prior experience adhering to banking policies, procedures, and regulatory requirements.