Relationship Banker - Milford Nashua St, NH

Location: Milford, NH, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker at JP Morgan Chase's Milford Nashua St branch in Milford, NH, you will play a pivotal role in delivering exceptional client experiences that reflect our core values of hospitality and client care. In this dynamic position within the financial services industry, 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. From opening new accounts to advising on investment opportunities, your expertise will empower clients to achieve financial success while fostering loyalty to the Chase brand. This role demands a client-centric approach, where every interaction is an opportunity to build trust and provide value in a fast-paced retail banking environment. Key to success in this position is your ability to identify client needs through active engagement and recommend appropriate JP Morgan Chase products, such as premium checking accounts, personal loans, or wealth management services. You will collaborate with branch colleagues to meet sales targets and ensure seamless operations, all while adhering to strict compliance standards set by regulatory bodies like the FDIC and SEC. Proficiency in digital tools, including the Chase Mobile app, will be essential for guiding clients toward convenient, tech-enabled banking experiences. In Milford's vibrant community, your role will also involve community outreach to strengthen local ties and promote Chase's commitment to inclusive financial services. Joining JP Morgan Chase means becoming part of a global leader in financial services, with access to robust professional development opportunities and a supportive culture that values innovation and integrity. This Relationship Banker position offers a rewarding career path with potential for advancement into senior roles, all while contributing to the financial well-being of clients in the Nashua area. If you are passionate about finance and excel at creating meaningful client connections, this opportunity at our Milford branch is designed for you.

Key Responsibilities

• Engage with clients at the Milford Nashua St branch to understand their financial needs and recommend personalized JP Morgan Chase banking solutions
• Open and maintain various account types, including checking, savings, and investment accounts, while ensuring all documentation is accurate
• Process transactions such as deposits, withdrawals, and loan applications with a focus on efficiency and security
• Build and nurture long-term client relationships to drive retention and referrals, embodying Chase's hospitality standards
• Identify opportunities to cross-sell products like credit cards, mortgages, and wealth management services
• Educate clients on digital banking options, including the Chase Mobile app and online platforms
• Ensure compliance with all regulatory requirements, including anti-money laundering (AML) and Know Your Customer (KYC) protocols
• Collaborate with branch team members to achieve sales goals and deliver exceptional client experiences
• Monitor client portfolios for potential needs and proactively reach out with tailored advice
• Handle client inquiries and resolve issues promptly to maintain high satisfaction levels

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 sales within the financial services industry
• Strong knowledge of banking products and services, including checking/savings accounts, loans, and credit cards
• Ability to obtain and maintain necessary licenses such as NMLS registration for mortgage-related activities
• Proficiency in using banking software and CRM systems for client management
• 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 at a major financial institution like JP Morgan Chase
• Bilingual proficiency in English and Spanish to serve Milford's diverse community
• Sales experience exceeding targets in financial products
• Familiarity with digital banking tools and mobile app integrations
• 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
• Proficiency in Microsoft Office and banking software
• Digital literacy for online banking tools
• Time management and multitasking
• Attention to detail in transaction processing
• Team collaboration
• Adaptability to client needs
• Ethical decision-making
• Communication (verbal and written)
• Basic financial analysis

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and paid holidays
• Tuition reimbursement program for professional development and education
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase stock
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Parental leave benefits with up to 16 weeks of paid time off for new parents
• Access to Chase employee banking perks, such as fee waivers and preferred rates on financial products

JP Morgan Chase is an equal opportunity employer.