Relationship Banker - Boulder Downtown - Boulder, CO - CO METRO NORTHWEST

Location: Boulder, CO, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker to join our Boulder Downtown branch in Boulder, CO, within the CO METRO NORTHWEST region. As a Relationship Banker, you will play a pivotal role in delivering exceptional client experiences, embodying our core values of hospitality and client care. In this dynamic financial services position, you will serve as the primary point of contact for clients, helping them navigate a wide array of banking solutions tailored to their unique financial goals. Whether assisting with everyday transactions or guiding clients toward sophisticated products like mortgages, investments, or business lending, you will foster trust and loyalty in a welcoming branch environment that reflects JP Morgan Chase's commitment to innovation and excellence in retail banking. Your day-to-day responsibilities will include conducting in-depth financial consultations, promoting JP Morgan Chase's comprehensive suite of products, and ensuring seamless integration of digital tools to enhance client convenience. You will collaborate with a supportive team to meet branch objectives, while adhering to strict compliance standards that safeguard both clients and the institution. This role demands a passion for helping others achieve financial success, with opportunities to grow within one of the world's leading financial institutions. In Boulder, a vibrant community known for its entrepreneurial spirit, you will connect with diverse clients ranging from local startups to established professionals, contributing to their financial well-being. JP Morgan Chase offers a rewarding career path for those who thrive in client-facing roles, with robust training programs to build your expertise in financial services. If you are enthusiastic about building meaningful relationships and driven by a desire to exceed client expectations, this position provides the platform to make a tangible impact. Join us in redefining banking in the heart of Boulder and advance your career with unparalleled support and resources at JP Morgan Chase.

Key Responsibilities

• Engage with clients to understand their financial needs and recommend appropriate JP Morgan Chase banking solutions
• Open and maintain personal and business accounts, including deposits, withdrawals, and transfers
• Promote and sell JP Morgan Chase products such as credit cards, mortgages, and investment services to meet sales goals
• Provide exceptional customer service by resolving inquiries and issues promptly in a hospitality-driven environment
• Conduct financial needs assessments and educate clients on digital banking tools and mobile apps
• Ensure compliance with all federal and state banking regulations, including anti-money laundering protocols
• Build and nurture long-term client relationships to drive loyalty and referrals
• Collaborate with branch team members to achieve collective performance metrics
• Monitor client portfolios for opportunities to upsell or cross-sell JP Morgan Chase services
• Maintain accurate records and documentation in line with JP Morgan Chase's operational standards

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 understanding of banking products including checking, savings, loans, and credit cards
• Ability to obtain necessary state and federal licenses (e.g., NMLS registration)
• Proficiency in using banking software and Microsoft Office Suite
• Excellent communication skills with a focus on client relationship building
• Commitment to ethical standards and compliance with banking regulations

Preferred Qualifications

• Previous experience as a Relationship Banker or similar role at a major financial institution
• Knowledge of wealth management or investment products
• Bilingual proficiency, particularly in Spanish for diverse client base in Boulder
• Experience with sales targets in a retail environment
• Certification in financial planning or customer relationship management

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and conflict resolution
• Digital banking proficiency
• Time management and organization
• Team collaboration
• Attention to detail
• Adaptability in fast-paced environments
• Ethical decision-making
• Communication (verbal and written)
• Analytical thinking for client needs assessment
• Hospitality and client-centric mindset

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• 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
• Family benefits such as parental leave and adoption assistance
• Access to JP Morgan Chase's global career development resources and mentoring programs

JP Morgan Chase is an equal opportunity employer.