Relationship Banker - Morrisville, PA

Location: Morrisville, PA, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker at JPMorgan Chase in Morrisville, PA, you will play a pivotal role in delivering the exceptional client experiences that define our commitment to hospitality and personalized financial care. In this dynamic position within our Retail Banking division, you will serve as the primary point of contact for clients, helping them navigate a wide array of banking solutions tailored to their unique needs. From opening new accounts and processing everyday transactions to advising on loans, investments, and digital tools, your expertise will empower clients to achieve their financial goals while upholding JPMorgan Chase's high standards of integrity and innovation in the financial services industry. Your day-to-day responsibilities will involve building lasting relationships through proactive engagement, identifying opportunities to enhance clients' financial well-being, and ensuring seamless service delivery in a fast-paced branch environment. You will collaborate with a supportive team of bankers and specialists to meet branch objectives, drive sales of premium products like Chase Sapphire credit cards and wealth management services, and contribute to the local Morrisville community through outreach initiatives. Compliance with regulatory requirements, such as those from the FDIC and OCC, will be integral to your role, safeguarding both clients and the firm against risks. JPMorgan Chase offers a rewarding career path for Relationship Bankers, with opportunities for professional growth, comprehensive training on our cutting-edge platforms, and a culture that values diversity and inclusion. If you are passionate about finance, thrive in client-facing roles, and are eager to join a global leader in banking, this position provides the platform to make a meaningful impact while advancing your career in the competitive financial services landscape.

Key Responsibilities

• Build and maintain strong relationships with clients by understanding their financial needs and recommending appropriate JPMorgan Chase products and services
• Deliver exceptional client experiences in line with JPMorgan Chase's hospitality standards, ensuring every interaction is personalized and efficient
• Process transactions including deposits, withdrawals, loan applications, and account openings while adhering to compliance and risk management protocols
• Identify opportunities for cross-selling banking solutions such as mortgages, investment products, and wealth management services
• Educate clients on digital banking tools, mobile apps, and online security features to enhance their banking experience
• Collaborate with branch teams to achieve sales targets and contribute to branch performance metrics
• Monitor client accounts for potential issues and proactively resolve them to prevent dissatisfaction
• Ensure all activities comply with federal and state banking regulations, including anti-money laundering (AML) and know-your-customer (KYC) requirements
• Participate in community outreach events in Morrisville, PA, to promote JPMorgan Chase's brand and services
• Maintain accurate records of client interactions and follow up on leads to foster long-term relationships

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
• Valid driver's license and ability to travel to local branches as needed
• Strong understanding of banking products including checking, savings, loans, and credit cards
• Ability to work flexible hours, including evenings and weekends
• Proficiency in Microsoft Office Suite and basic financial software
• Clean background check and compliance with banking regulations

Preferred Qualifications

• Previous experience in sales or relationship management within a financial institution
• Certification in financial services such as Certified Banking & Trust Officer (CBTO)
• Bilingual skills to serve diverse client populations in Morrisville, PA
• Knowledge of JPMorgan Chase's digital banking platforms and tools
• Experience with CRM systems for client relationship tracking

Required Skills

• Excellent communication and interpersonal skills for client interactions
• Strong sales acumen and ability to upsell financial products
• Proficiency in banking software and transaction processing systems
• Attention to detail for accurate record-keeping and compliance
• Problem-solving abilities to address client financial concerns
• Customer service orientation with empathy and patience
• Knowledge of financial regulations and risk assessment
• Time management skills to handle multiple client needs efficiently
• Team collaboration for branch-wide success
• Digital literacy including mobile banking apps and CRM tools
• Analytical skills for reviewing client financial profiles
• Adaptability to changing banking technologies and market conditions
• Conflict resolution to manage difficult client situations
• Basic financial planning knowledge for advisory roles
• Organizational skills for maintaining client portfolios

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 5% of eligible pay
• Generous paid time off including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and education
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase stock
• Wellness programs including gym memberships, mental health support, and health screenings
• Performance-based bonuses and incentives tied to branch and individual goals
• Access to exclusive employee discounts on financial products and services

JP Morgan Chase is an equal opportunity employer.