Relationship Banker - New Canaan, CT

Location: New Canaan, CT, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are committed to fostering strong client relationships and delivering unparalleled service in the financial services industry. As a Relationship Banker in our New Canaan, CT branch, you will play a pivotal role in embodying our hospitality-driven culture. Your primary focus will be on creating exceptional experiences for clients by understanding their unique financial goals and recommending personalized solutions from our suite of banking products, including deposits, credit, and wealth management services. This position offers the opportunity to thrive in a dynamic retail banking environment, where your ability to build trust and loyalty directly contributes to the success of our clients and our firm. In this role, you will engage with a diverse clientele in the affluent New Canaan community, handling day-to-day transactions while identifying opportunities to deepen relationships through cross-selling initiatives. You will collaborate with branch colleagues to meet sales targets, ensure seamless operations, and uphold the highest standards of compliance with federal banking regulations. Leveraging JPMorgan Chase's innovative digital tools, you will guide clients toward efficient online and mobile banking experiences, enhancing their overall satisfaction and financial well-being. We value professionals who are passionate about client care and eager to grow within a global leader in finance. Joining our team means access to robust training programs, career advancement opportunities, and a supportive culture that prioritizes work-life balance. If you excel in relationship-building and have a keen interest in the financial services sector, this position at JPMorgan Chase's New Canaan branch is an ideal fit to advance your career while making a meaningful impact on clients' lives.

Key Responsibilities

• Build and maintain strong relationships with clients by understanding their financial needs and providing tailored banking solutions
• Deliver exceptional client experiences through personalized service, embodying JPMorgan Chase's commitment to hospitality and care
• Identify opportunities to deepen client relationships by recommending appropriate products such as checking accounts, mortgages, and investment services
• Process transactions accurately and efficiently, including deposits, withdrawals, and loan applications
• Educate clients on digital banking tools and mobile apps to enhance their banking experience
• Ensure compliance with all regulatory requirements and internal policies during client interactions
• Collaborate with branch teams to achieve sales goals and support community engagement initiatives
• Monitor client portfolios and proactively address any service or product needs
• Handle client inquiries and resolve issues promptly to maintain high satisfaction levels
• Participate in ongoing training to stay updated on JPMorgan Chase's offerings and industry trends

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 and services, including deposits, loans, and investment options
• Ability to obtain necessary licenses such as Series 6 and 63 within 120 days of hire
• Proficiency in financial regulations and compliance standards in the banking industry
• Excellent communication skills with a client-focused approach
• Availability to work flexible hours, including weekends

Preferred Qualifications

• Prior experience in relationship management 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 client bases
• Experience with CRM systems and financial analysis software
• Proven track record in achieving sales targets in a competitive banking environment

Required Skills

• Customer relationship management
• Sales and consultative selling
• Financial product knowledge
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and conflict resolution
• Digital literacy in banking software
• Time management and organization
• Team collaboration
• Attention to detail
• Adaptability to client needs
• Basic financial analysis
• Communication (verbal and written)
• Ethical decision-making
• Multitasking in a fast-paced environment

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and holidays
• Tuition reimbursement for professional development and education
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Parental leave and family care benefits
• Access to JPMorgan Chase's global career development resources and mentorship programs

JP Morgan Chase is an equal opportunity employer.