Relationship Banker - Greater Boston Area

Location: Boston, MA, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Relationship Banker to join our dynamic team in the Greater Boston Area. 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 position, you will serve as the primary point of contact for clients, helping them navigate their financial journeys with personalized advice on banking products, loans, investments, and digital tools. Your ability to build lasting relationships will drive client loyalty and contribute to the growth of our retail banking division in one of the nation's most vibrant financial hubs. Key responsibilities include conducting in-depth client consultations to uncover needs and recommend solutions from JPMorgan Chase's comprehensive suite of offerings, such as Chase Sapphire checking accounts, home equity lines of credit, and wealth management services. You will process transactions efficiently, ensure compliance with all federal regulations including those from the FDIC and CFPB, and leverage our state-of-the-art technology to enhance client interactions. Collaboration with branch colleagues and specialists will be essential to provide seamless support, while your proactive outreach will help identify opportunities for deeper client engagement in the competitive Boston market. We value professionals who thrive in a client-centric environment and are passionate about financial services. This role offers the chance to grow within a global leader like JPMorgan Chase, with opportunities for advancement into senior banking or advisory positions. If you are committed to excellence, have a knack for relationship building, and want to make a meaningful impact on clients' financial well-being, we invite you to bring your talents to our Greater Boston branches.

Key Responsibilities

• Build and maintain strong relationships with clients in the Greater Boston Area by understanding their financial needs and recommending tailored JPMorgan Chase products and services
• Deliver exceptional client experiences through personalized consultations, embodying Chase's hospitality standards and ensuring every interaction exceeds expectations
• Process banking transactions including deposits, withdrawals, and loan applications while adhering to all regulatory and compliance guidelines
• Identify opportunities for cross-selling products such as mortgages, investment accounts, and wealth management services to enhance client portfolios
• Educate clients on digital banking tools, mobile apps, and online security features to promote seamless and secure financial management
• Collaborate with branch teams and specialists to resolve complex client inquiries and provide holistic financial advice
• Monitor client accounts for potential risks or opportunities, proactively reaching out to ensure ongoing satisfaction and retention
• Participate in community outreach events in Boston to promote JPMorgan Chase's commitment to local financial inclusion and support
• Maintain accurate records of client interactions and transactions in compliance with JPMorgan Chase's internal systems and federal regulations
• Stay updated on industry trends, JPMorgan Chase product updates, and economic factors affecting the Greater Boston market

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 understanding of banking products including checking, savings, loans, and credit cards
• Ability to obtain and maintain necessary licenses such as NMLS registration
• Proficiency in Microsoft Office Suite and banking software systems
• Excellent communication and interpersonal skills for client interactions
• Commitment to ethical standards and compliance with federal banking regulations

Preferred Qualifications

• Bachelor's degree in finance, economics, or a related discipline
• Previous experience in sales or relationship management within a financial institution
• Bilingual proficiency in English and Spanish or another language spoken in the Boston community
• Knowledge of JPMorgan Chase's digital banking platforms and mobile apps
• Experience with CRM tools like Salesforce for client relationship tracking

Required Skills

• Client relationship management
• Sales and consultative selling
• Financial product knowledge
• Regulatory compliance awareness
• Digital banking proficiency
• Customer service excellence
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organization
• Team collaboration
• Data entry and CRM usage
• Risk assessment
• Communication (verbal and written)
• Adaptability to fast-paced environments
• Ethical judgment in financial advising

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible compensation
• Generous paid time off including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and advanced education
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase stock
• Wellness programs including gym memberships, mental health support, and financial wellness coaching
• Performance-based bonuses and incentives tied to client satisfaction and sales goals
• Access to exclusive employee discounts on travel, entertainment, and financial products

JP Morgan Chase is an equal opportunity employer.