Relationship Banker - Northeast PA Marker Hire - Central Bucks/Upper Bucks

Location: Doylestown, PA, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker in the Northeast PA Market Hire for Central Bucks/Upper Bucks at JPMorgan Chase, you will play a pivotal role in delivering the renowned Chase client experience. Based in Doylestown, PA, this position involves engaging with individuals and small businesses to provide personalized financial solutions that align with their unique goals. Embodying our core values of hospitality and excellence, you will foster lasting relationships by offering expert advice on a full suite of products, including checking and savings accounts, credit cards, mortgages, and investment options through Chase Wealth Management. In this dynamic retail banking environment, you will contribute to branch success by driving client acquisition and retention in a competitive financial services landscape. Your day-to-day responsibilities will center on proactive client outreach and consultative selling, leveraging JPMorgan Chase's robust digital ecosystem to enhance accessibility. You will conduct thorough financial needs analyses, recommend appropriate solutions, and facilitate seamless transactions while ensuring strict adherence to regulatory standards such as those set by the FDIC and SEC. Collaboration with cross-functional teams, including loan officers and financial advisors, will be essential to deliver holistic support. Additionally, you will participate in local market initiatives to build community trust and expand Chase's footprint in Northeast Pennsylvania, all while maintaining the highest levels of data security and privacy. JPMorgan Chase is committed to your professional growth, offering ongoing training in financial services innovations and leadership development. This role demands a passion for client-centric service and a drive to exceed performance metrics in a supportive, inclusive culture. Join us to advance your career in one of the world's leading financial institutions, where your contributions directly impact clients' financial well-being and our shared success in the industry.

Key Responsibilities

• Build and maintain long-term relationships with clients in the Central Bucks and Upper Bucks regions by understanding their financial needs and recommending tailored JPMorgan Chase products
• Deliver exceptional client experiences through personalized service, embodying Chase's hospitality standards in every interaction
• Conduct needs-based assessments to identify opportunities for deposit accounts, credit solutions, mortgages, and investment services
• Process transactions accurately and efficiently, including deposits, withdrawals, and loan applications, while adhering to compliance protocols
• Collaborate with branch teams and specialists to refer complex cases, such as wealth management or business banking
• Promote digital banking tools to enhance client convenience and drive adoption of Chase mobile and online platforms
• Participate in community outreach and local events in Northeast PA to strengthen JPMorgan Chase's market presence
• Monitor client portfolios and provide proactive advice to support financial goals and mitigate risks
• Ensure all activities comply with federal and state regulations, including anti-money laundering (AML) and know-your-customer (KYC) 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
• Valid driver's license and ability to travel within the Northeast PA market, including Central Bucks and Upper Bucks areas
• Strong understanding of banking products and services, including deposits, loans, and investment options
• Ability to work flexible hours, including evenings and weekends, to meet client needs
• Compliance with all regulatory requirements, including FINRA and state banking licenses where applicable

Preferred Qualifications

• Previous experience as a Relationship Banker or similar role at a major financial institution
• Bilingual proficiency in English and Spanish to serve diverse client base in Pennsylvania
• Knowledge of JPMorgan Chase's digital banking platforms and mobile app ecosystem
• Certification in financial planning or customer relationship management (e.g., CFP or CRM designation)

Required Skills

• Exceptional customer service and relationship-building abilities
• Proficiency in financial analysis and needs assessment
• Strong sales acumen for cross-selling banking products
• Knowledge of retail banking regulations and compliance
• Excellent verbal and written communication skills
• Digital literacy with banking software and CRM tools
• Problem-solving and conflict resolution expertise
• Time management and multitasking in a fast-paced environment
• Empathy and active listening for client interactions
• Team collaboration and leadership in branch settings
• Basic proficiency in Microsoft Office Suite and financial modeling
• Adaptability to evolving financial technologies and market trends
• Attention to detail for accurate transaction processing
• Cultural sensitivity for diverse client populations in PA
• Resilience and ethical decision-making under pressure

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 program for professional development and advanced degrees
• Employee stock purchase plan and performance-based annual bonuses
• Wellness programs including gym memberships, mental health support, and financial counseling
• Flexible work arrangements and hybrid options where applicable
• Access to exclusive employee perks, such as discounts on Chase credit cards and travel services

JP Morgan Chase is an equal opportunity employer.