Relationship Banker - Moorestown Branch - Moorestown, NJ

Location: Moorestown, NJ, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are committed to fostering a culture of inclusion and innovation in the financial services industry. As a Relationship Banker at our Moorestown Branch in Moorestown, NJ, you will play a pivotal role in delivering exceptional client experiences that embody our core values of hospitality and client care. In this dynamic position, you will serve as the primary point of contact for clients, helping them navigate their financial journeys with personalized guidance on banking products, from everyday checking accounts to more complex lending and investment solutions. Your ability to build trust and provide tailored advice will directly contribute to client satisfaction and loyalty, aligning with Chase's mission to be the most trusted financial partner. Key to success in this role is your expertise in identifying client needs through active listening and consultative selling techniques. You will handle a variety of transactions, ensure regulatory compliance, and collaborate with branch colleagues to offer comprehensive services, including referrals to Chase's wealth management or mortgage specialists. Operating in the vibrant Moorestown community, you will also engage in local initiatives to promote financial literacy, strengthening JPMorgan Chase's presence as a community leader. This position demands a blend of technical proficiency in banking systems and soft skills to create meaningful connections, all while upholding the highest standards of integrity and professionalism. Joining JPMorgan Chase means becoming part of a global leader in financial services, with opportunities for career growth and professional development. We value diverse perspectives and provide robust training to equip you with the tools needed to excel. If you are passionate about helping clients achieve their financial goals and thrive in a client-focused environment, this Relationship Banker role offers a rewarding path to make a tangible impact in the lives of Moorestown residents.

Key Responsibilities

• Engage with clients to understand their financial needs and recommend appropriate JPMorgan Chase products and services
• Open and maintain various account types, including deposits, loans, and credit products, ensuring seamless onboarding
• Provide personalized financial advice and education on topics like budgeting, saving, and investment basics
• Process transactions accurately and efficiently, including deposits, withdrawals, and wire transfers
• Build and nurture long-term relationships with clients to drive retention and referrals
• Identify cross-selling opportunities to enhance client portfolios with Chase wealth management or mortgage services
• Ensure compliance with all federal and state banking regulations, including fraud prevention and documentation
• Collaborate with branch team members and specialists to deliver holistic financial solutions
• Maintain accurate records in CRM systems and adhere to JPMorgan Chase's hospitality standards
• Participate in community outreach events in Moorestown to promote Chase's commitment to local financial wellness

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 financial services
• Strong knowledge of banking products including checking/savings accounts, loans, credit cards, and investment options
• Ability to obtain and maintain necessary licenses such as Series 6 and 63 (or willingness to pursue)
• Proficiency in using banking software and CRM systems
• Excellent communication skills with a focus on building long-term client relationships
• Compliance with all regulatory requirements including AML, KYC, and BSA

Preferred Qualifications

• Previous experience in sales within the financial services industry
• Bilingual proficiency, particularly in Spanish or other local languages in Moorestown, NJ
• Familiarity with JPMorgan Chase's digital banking platforms and tools
• Certification in financial planning or customer relationship management
• Experience working in a branch environment with diverse client demographics

Required Skills

• Customer service excellence
• Sales and relationship-building
• Financial product knowledge
• Attention to detail
• Problem-solving abilities
• Communication (verbal and written)
• Time management and organization
• Regulatory compliance awareness
• Digital literacy in banking software
• Team collaboration
• Analytical thinking for client needs assessment
• Empathy and active listening
• Adaptability to fast-paced environments
• Basic math and financial calculations
• Conflict resolution

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and paid holidays
• Tuition reimbursement for professional development and certifications in finance
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase stock
• Wellness programs including gym memberships, mental health support, and financial counseling
• Parental leave benefits and family-friendly policies
• Performance-based bonuses and incentives tied to client satisfaction and sales goals

JP Morgan Chase is an equal opportunity employer.