Relationship Banker - Milford Ford St - Milford, CT

Location: Milford, CT, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker to join our Milford Ford St branch in Milford, CT. As a Relationship Banker, you will be at the forefront of delivering the renowned Chase hospitality, helping clients achieve their financial goals through personalized banking solutions. In this role, you will embody our commitment to client care by building meaningful relationships, providing expert advice on products like Chase checking and savings accounts, credit solutions, and investment opportunities. Your focus will be on creating exceptional experiences that foster loyalty and trust, while contributing to the branch's success in a dynamic retail banking environment. Key to this position is your ability to uncover client needs through engaging conversations and recommend appropriate JP Morgan Chase offerings, such as our innovative digital tools or wealth management services. You will handle day-to-day transactions with precision, ensure seamless service delivery, and collaborate with team members to meet sales targets. Compliance with banking regulations is paramount, and you will play a vital role in educating clients on secure practices and emerging financial trends relevant to the Milford community. This position offers the opportunity to grow within one of the world's leading financial institutions, where your contributions directly impact client satisfaction and business growth. Joining JP Morgan Chase means becoming part of a supportive culture that values diversity, innovation, and professional development. We provide robust training programs to enhance your skills in financial services, along with competitive compensation and comprehensive benefits. If you are passionate about finance, thrive in client-facing roles, and are eager to make a difference in the lives of Milford residents, apply today to become a Relationship Banker and help shape the future of banking at Chase.

Key Responsibilities

• Engage clients in the Milford Ford St branch to understand their financial needs and recommend tailored JP Morgan Chase products such as checking accounts, credit cards, and investment options
• Deliver exceptional hospitality by greeting clients warmly, resolving inquiries promptly, and ensuring a seamless banking experience
• Build and maintain long-term client relationships through proactive outreach, follow-ups, and personalized financial advice
• Process transactions accurately, including deposits, withdrawals, and loan applications, while adhering to security protocols
• Identify opportunities for cross-selling JP Morgan Chase services like wealth management or business banking solutions
• Collaborate with branch team members to achieve sales goals and contribute to a positive branch atmosphere
• Educate clients on digital banking tools, such as the Chase Mobile app, to enhance their financial independence
• Ensure compliance with all regulatory requirements, including anti-money laundering (AML) and know-your-customer (KYC) procedures
• Monitor client portfolios for potential needs and refer to specialized JP Morgan Chase teams as appropriate
• Participate in community events in Milford, CT, to promote JP Morgan Chase's brand and services

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 1-2 years of experience in retail banking, customer service, or sales within the financial services industry
• Strong knowledge of banking products and services, including deposit accounts, loans, and digital banking tools
• Ability to obtain and maintain necessary licenses such as NMLS registration for mortgage-related activities
• Proficiency in using banking software and CRM systems for client management
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with federal and state banking regulations

Preferred Qualifications

• Previous experience at a major financial institution like JP Morgan Chase
• Bilingual proficiency in English and Spanish to serve Milford's diverse community
• Sales experience in financial products with a proven track record of meeting targets
• Familiarity with local market dynamics in Connecticut's financial landscape
• Certification in financial planning or customer relationship management

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Digital banking proficiency
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and conflict resolution
• Time management and organization
• Team collaboration
• Attention to detail
• Adaptability to client needs
• Basic financial analysis
• Communication (verbal and written)
• CRM software usage
• Ethical decision-making

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible pay
• Paid time off including vacation, sick days, and federal holidays
• Tuition reimbursement for professional development and advanced education in finance
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase stock
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Parental leave benefits with up to 16 weeks of paid time off for new parents
• Performance-based bonuses and incentives tied to client satisfaction and sales achievements

JP Morgan Chase is an equal opportunity employer.