Relationship Banker - Greenwich Dearfield - Greenwich, CT

Location: Greenwich, CT, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Relationship Banker to join our Greenwich Dearfield branch in Greenwich, CT. As a Relationship Banker, you will play a pivotal role in delivering exceptional client experiences, embodying our commitment to hospitality and personalized care. In this dynamic financial services environment, you will serve as the primary point of contact for clients, helping them navigate a wide array of banking solutions including checking and savings accounts, mortgages, credit cards, and investment products. Your ability to build trust and foster long-term relationships will be essential in an affluent community like Greenwich, where clients expect sophisticated, tailored financial guidance. Key to success in this role is your passion for client advocacy and your expertise in identifying opportunities to enhance their financial well-being. You will conduct in-depth consultations to understand individual needs, recommend appropriate JPMorgan Chase offerings, and educate clients on innovative digital tools that simplify banking. Collaboration with branch colleagues, including wealth advisors and loan specialists, will ensure comprehensive support, while adherence to strict regulatory standards upholds the integrity of our operations. This position offers the chance to contribute to branch performance metrics and participate in local community initiatives that strengthen JPMorgan Chase's presence in Connecticut. We value professionals who thrive in a fast-paced, client-centric setting and are committed to continuous learning. Joining JPMorgan Chase means becoming part of a global leader in financial services, with access to robust training programs and career advancement opportunities. If you are enthusiastic about empowering clients to achieve their financial goals and ready to deliver the signature Chase experience, apply today to make a meaningful impact in Greenwich, CT.

Key Responsibilities

• Build and maintain long-term relationships with clients by understanding their financial needs and recommending tailored JPMorgan Chase products and services
• Deliver exceptional client experiences through personalized consultations, embodying Chase's hospitality standards in the Greenwich Dearfield branch
• Process banking transactions including deposits, withdrawals, and loan applications with accuracy and efficiency
• Identify opportunities to deepen client relationships by cross-selling products like credit cards, mortgages, and investment accounts
• Educate clients on digital banking tools, mobile apps, and online security to enhance their banking experience
• Collaborate with branch team members and specialists to resolve complex client inquiries and ensure seamless service
• Comply with all regulatory requirements, including anti-money laundering (AML) and Know Your Customer (KYC) protocols
• Contribute to branch goals by participating in community outreach and client events in Greenwich, CT
• Monitor client portfolios and provide proactive advice on financial planning and wealth management options
• Maintain accurate records and documentation in compliance with JPMorgan Chase's operational standards

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 2 years of experience in retail banking, customer service, or financial services
• Strong knowledge of banking products including checking, savings, loans, and investment options
• Ability to obtain necessary state and federal banking licenses within 90 days of hire
• Proficiency in Microsoft Office Suite and core banking software
• Excellent communication skills with a client-focused mindset
• Availability to work flexible hours including weekends

Preferred Qualifications

• Previous experience in relationship banking or sales within a financial institution
• Familiarity with JPMorgan Chase's digital banking platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse Greenwich clientele
• Certification in financial planning or customer relationship management
• Experience in high-net-worth client servicing in affluent areas like Greenwich, CT

Required Skills

• Client relationship management
• Sales and cross-selling expertise
• Financial product knowledge
• Customer service orientation
• Active listening and empathy
• Problem-solving and decision-making
• Attention to detail
• Time management and organization
• Digital literacy in banking software
• Regulatory compliance awareness
• Team collaboration
• Adaptability to client needs
• Communication (verbal and written)
• Analytical thinking for financial advice
• Hospitality and interpersonal skills

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible compensation
• Generous paid time off including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and certifications in finance
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for Greenwich, CT location
• Access to JPMorgan Chase's global career development resources and mentorship programs

JP Morgan Chase is an equal opportunity employer.