Relationship Banker - Metro Central Area, MA

Location: Brookline, 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 Metro Central Area of Massachusetts, specifically at our Brookline branch. As a Relationship Banker, you will serve as the face of our institution, delivering exceptional client experiences that embody our core values of hospitality, integrity, and innovation. In this role, you will build lasting relationships with a diverse clientele, helping them achieve their financial goals through personalized advice on JPMorgan Chase's comprehensive suite of banking products, including checking and savings accounts, mortgages, credit cards, and investment services. Your ability to listen actively and provide tailored solutions will be key to fostering trust and loyalty in a competitive financial services landscape. Day-to-day responsibilities include greeting clients with warmth, processing transactions efficiently, and identifying opportunities to deepen relationships by recommending relevant products like Chase Private Client services or digital banking tools. You will collaborate with branch colleagues, including financial advisors and loan officers, to offer holistic support while ensuring all interactions comply with stringent regulatory standards such as those from the FDIC and SEC. In the vibrant Brookline community, you will also contribute to local initiatives, enhancing JPMorgan Chase's reputation as a community-focused leader in financial services. This position offers a rewarding opportunity to grow within one of the world's largest financial institutions, with access to ongoing training, career advancement paths, and a supportive culture that prioritizes work-life balance. If you are passionate about finance, thrive in client-facing roles, and are eager to make a meaningful impact, join us in redefining banking for the Metro Central Area.

Key Responsibilities

• Engage with clients in the Brookline branch to understand their financial needs and recommend personalized banking solutions from JPMorgan Chase's portfolio
• Open and maintain various deposit and credit accounts, ensuring all documentation complies with regulatory requirements
• Promote and sell JPMorgan Chase products such as Chase Sapphire credit cards, home equity loans, and wealth management services
• Provide exceptional hospitality by greeting clients warmly, resolving inquiries promptly, and following up to ensure satisfaction
• Identify opportunities for cross-selling and deepening client relationships to grow assets under management
• Conduct financial education sessions on topics like budgeting, credit building, and investment basics
• Collaborate with branch team members and specialists to deliver holistic financial advice
• Maintain accurate records in banking systems and adhere to anti-money laundering (AML) and know-your-customer (KYC) protocols
• Monitor branch operations during assigned shifts, including cash handling and security procedures
• Participate in community outreach events in the Metro Central Area to enhance JPMorgan Chase's local presence

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 including checking/savings accounts, loans, credit cards, and investment options
• Ability to obtain and maintain necessary licenses such as Series 6 and 63 within 120 days of hire
• Proficiency in Microsoft Office Suite and core banking software systems
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with federal and state banking regulations

Preferred Qualifications

• Previous experience in a relationship banking or sales role at a major financial institution
• Bilingual proficiency in English and Spanish or another language spoken in the Metro Central Area
• Familiarity with JPMorgan Chase's digital banking platforms and mobile app ecosystem
• Proven track record of meeting or exceeding sales targets in financial products
• Experience with client relationship management tools like CRM software

Required Skills

• Client relationship building and retention
• Sales and consultative selling techniques
• Financial product knowledge (deposits, loans, investments)
• Customer service excellence and hospitality
• Active listening and empathy
• Problem-solving and conflict resolution
• Time management and multitasking in a fast-paced environment
• Regulatory compliance and risk management
• Digital literacy with banking apps and CRM tools
• Team collaboration and leadership
• Analytical skills for assessing client financial situations
• Adaptability to evolving banking technologies
• Attention to detail in transaction processing
• Persuasive communication for product recommendations
• Ethical decision-making under pressure

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with up to 5% company match and immediate vesting
• Generous paid time off including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and certifications
• Employee stock purchase plan offering discounted JPMorgan Chase shares
• Wellness programs including gym memberships, mental health support, and financial counseling
• Performance-based bonuses and incentives tied to client satisfaction and sales goals
• Flexible work arrangements and commuter benefits for Massachusetts residents

JP Morgan Chase is an equal opportunity employer.