Relationship Banker (New Build) Pembroke, MA

Location: Pembroke, MA, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are building the future of banking with the opening of our new branch in Pembroke, MA. As a Relationship Banker, you will play a pivotal role in delivering exceptional client experiences that embody our commitment to hospitality and personalized care. In this dynamic role, you will serve as the face of Chase in the community, helping clients navigate their financial journeys by recommending products like our award-winning checking and savings accounts, credit solutions, and investment options. Your focus will be on fostering trust and loyalty, ensuring every interaction leaves clients feeling valued and empowered in a welcoming, state-of-the-art environment designed for convenience and innovation. Key to success in this position is your ability to uncover client needs through meaningful conversations and provide tailored advice that aligns with JP Morgan Chase's robust suite of financial services. You will handle day-to-day transactions with precision, promote our leading digital tools to simplify banking, and collaborate with team members to drive branch performance during this exciting new build phase. Compliance and security are paramount, so you will uphold the highest standards to protect client assets while identifying opportunities to refer complex needs to our specialized teams in wealth management or small business banking. Joining JP Morgan Chase means becoming part of a global leader in financial services with a legacy of innovation and client-centricity. In Pembroke, MA, you will contribute to our mission of enabling economic opportunity for all, while growing your career through ongoing training, competitive compensation, and a supportive culture that values diversity and inclusion. If you thrive in a role where relationship-building meets financial expertise, this is your chance to make a meaningful impact in a brand-new branch setting.

Key Responsibilities

• Engage clients in the new Pembroke, MA branch to understand their financial needs and recommend tailored JP Morgan Chase products such as checking/savings accounts, credit cards, and mortgages
• Deliver exceptional hospitality by greeting clients warmly, resolving inquiries promptly, and ensuring a seamless banking experience
• Process transactions accurately, including deposits, withdrawals, and loan applications, while adhering to regulatory compliance standards
• Build and maintain long-term client relationships through proactive outreach, follow-ups, and personalized financial advice
• Promote digital banking solutions to enhance client convenience and drive adoption of JP Morgan's mobile app and online platforms
• Collaborate with branch team members to achieve sales goals and contribute to the successful launch of the new build location
• Identify opportunities for referrals to JP Morgan specialists in wealth management or investment services
• Maintain a high level of security awareness to protect client information and prevent fraud in accordance with Chase policies
• Participate in community events in Pembroke to strengthen JP Morgan Chase's local presence and brand loyalty

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 understanding of banking products and services, including deposit accounts, loans, and digital banking tools
• Ability to obtain and maintain necessary licenses such as Series 6 and 63, or willingness to pursue them
• Proficiency in Microsoft Office Suite and banking software systems
• Excellent communication skills with the ability to build rapport with diverse clients
• Availability to work flexible hours, including weekends, in a new branch environment

Preferred Qualifications

• Previous experience in a JP Morgan Chase branch or similar high-volume banking setting
• Bilingual proficiency in English and Spanish or another local language spoken in Pembroke, MA
• Knowledge of local market dynamics and community networking in the Greater Boston area
• Experience with client relationship management tools like CRM systems
• Certification in financial planning or anti-money laundering (AML) compliance

Required Skills

• Client relationship building
• Sales and consultative selling
• Financial product knowledge
• Customer service excellence
• Regulatory compliance awareness
• Digital banking proficiency
• Problem-solving and conflict resolution
• Active listening and empathy
• Time management in fast-paced environments
• Team collaboration
• Attention to detail for transaction accuracy
• Adaptability to new branch operations
• Basic financial analysis
• Communication (verbal and written)
• Fraud detection and risk management

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 federal holidays
• Tuition reimbursement program for advancing education in finance or related fields
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase stock
• Wellness programs including gym membership reimbursements and mental health support
• Parental leave benefits with up to 16 weeks of paid time off for new parents
• Professional development opportunities through Chase's internal training and leadership programs

JP Morgan Chase is an equal opportunity employer.