Relationship Banker - Attleboro/Mansfield/Canton Area, MA

Location: Canton, MA, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker to join our dynamic team in the Attleboro/Mansfield/Canton area of Massachusetts. As a Relationship Banker, you will be at the forefront of delivering exceptional client experiences, embodying our core values of hospitality, integrity, and innovation in the financial services industry. Your role will involve building lasting relationships with individuals and small businesses, helping them achieve their financial goals through personalized banking solutions. In this position, you will leverage JP Morgan Chase's extensive portfolio of products, including checking and savings accounts, credit cards, mortgages, and investment options, to provide holistic advice that drives client satisfaction and loyalty. Key to success in this role is your ability to engage clients proactively, uncover their needs, and recommend appropriate Chase products while ensuring all interactions comply with federal and state banking regulations. You will handle day-to-day transactions, educate clients on our cutting-edge digital tools like the Chase Mobile app, and collaborate with branch colleagues to create a welcoming, inclusive environment. Operating across multiple locations in the Greater Boston area, you will adapt to local community dynamics, such as supporting small business owners in manufacturing hubs like Attleboro or families in suburban Canton, all while meeting sales targets that contribute to Chase's leadership in retail banking. We value professionals who thrive in a client-centric culture and are passionate about financial empowerment. This position offers a pathway for career advancement within JP Morgan Chase, one of the world's largest financial institutions, with opportunities to specialize in wealth management or commercial banking. If you are committed to excellence and ready to make a meaningful impact, join us in redefining banking for our clients in Massachusetts.

Key Responsibilities

• Engage clients in the Attleboro/Mansfield/Canton branches to understand their financial needs and recommend tailored JP Morgan Chase banking solutions
• Open and maintain personal and business accounts, including checking, savings, CDs, and credit products
• Process transactions accurately and efficiently while adhering to all regulatory and compliance standards
• Build and deepen client relationships through proactive outreach, follow-ups, and personalized financial advice
• Identify opportunities to refer clients to JP Morgan Chase specialists in mortgages, investments, and small business services
• Educate clients on digital banking tools, such as Chase Mobile app and online platforms, to enhance their experience
• Meet or exceed sales and service goals while embodying Chase's hospitality standards
• Collaborate with branch team to ensure a welcoming environment and resolve client issues promptly
• Stay updated on industry trends, Chase product updates, and local market dynamics in Massachusetts
• Maintain accurate records and documentation in compliance with federal banking regulations

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 1-2 years of customer service experience in a retail or financial services environment
• Strong understanding of banking products and services, including deposits, loans, and digital banking tools
• Ability to obtain necessary state and federal banking licenses (e.g., NMLS registration)
• Proficiency in Microsoft Office Suite and core banking software
• Excellent communication and interpersonal skills to build client relationships
• Availability to work flexible hours, including weekends, in the Attleboro/Mansfield/Canton area

Preferred Qualifications

• Prior experience as a teller or relationship banker in a major financial institution
• Knowledge of JP Morgan Chase's wealth management and investment products
• Bilingual proficiency in English and Spanish or Portuguese to serve diverse communities in Massachusetts
• Experience with sales targets and client portfolio management
• Certification in financial planning or customer relationship management (e.g., CFP basics)

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Regulatory compliance awareness
• Digital banking proficiency
• Active listening and empathy
• Problem-solving and conflict resolution
• Time management and organization
• Team collaboration
• Attention to detail
• Adaptability to fast-paced environments
• Basic financial analysis
• Communication (verbal and written)
• Multitasking under pressure
• Cultural sensitivity for diverse client bases

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 5%
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and educational assistance for professional development
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships, mental health support, and financial wellness resources
• Discounts on JP Morgan Chase products and services, plus commuter benefits
• Opportunities for career growth within the global JP Morgan Chase organization

JP Morgan Chase is an equal opportunity employer.