Relationship Banker (New Build) Southborough, MA

Location: Southborough, MA, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are building the future of banking with innovative, client-centered solutions. As a Relationship Banker in our new build branch in Southborough, MA, you will play a pivotal role in delivering exceptional client experiences that embody our commitment to hospitality and personalized care. In this dynamic retail banking environment, you will serve as the face of Chase, helping clients navigate their financial journeys by offering tailored products such as checking and savings accounts, credit cards, mortgages, and investment options. Your focus will be on fostering trust and long-term relationships, ensuring every interaction aligns with our high standards of service and compliance in the financial services industry. Key to success in this role is your ability to proactively identify client needs through meaningful conversations and recommend solutions from JPMorgan Chase's comprehensive suite of offerings. You will handle day-to-day transactions with precision, resolve inquiries efficiently, and drive business growth by cross-selling relevant products while adhering to strict regulatory guidelines like those from the FDIC and SEC. Working in a state-of-the-art new build facility, you will collaborate with a supportive team to meet sales targets, participate in community outreach, and contribute to a welcoming branch atmosphere that reflects Chase's global reputation for excellence. We value professionals who thrive in a fast-paced setting and are passionate about empowering clients to achieve their financial goals. This position offers opportunities for career progression within one of the world's leading financial institutions, with access to ongoing training and development resources. If you are enthusiastic about banking, client advocacy, and making a tangible impact in Southborough, MA, join JPMorgan Chase to help shape the next chapter of client-focused innovation.

Key Responsibilities

• Engage with clients to understand their financial needs and recommend personalized banking solutions from JPMorgan Chase's portfolio
• Open and maintain client accounts, including deposits, loans, and investment products while ensuring compliance with regulations
• Deliver exceptional hospitality by providing prompt, accurate, and empathetic service in a new build branch environment
• Identify cross-selling opportunities for Chase credit cards, mortgages, and wealth management services
• Process transactions efficiently using branch systems and resolve client inquiries or issues
• Build and nurture long-term client relationships to drive loyalty and referrals
• Collaborate with branch team members to achieve sales goals and support community initiatives
• Maintain up-to-date knowledge of JPMorgan Chase products, policies, and industry trends
• Ensure adherence to risk management protocols and report suspicious activities as per bank guidelines
• Participate in branch events and training to enhance client experience in the Southborough location

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, loans, and credit cards
• Ability to obtain and maintain necessary licenses such as Series 6 and 63 (or willingness to pursue)
• Proficiency in using banking software and Microsoft Office Suite
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with federal banking regulations

Preferred Qualifications

• Previous experience in a relationship banking role at a major financial institution
• Bilingual proficiency in English and another language spoken in the local community
• Experience with sales targets and client portfolio management
• Familiarity with JPMorgan Chase's digital banking platforms and tools
• Certification in financial planning or customer relationship management

Required Skills

• Client relationship management
• 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 and multitasking
• Team collaboration
• Attention to detail
• Adaptability to new technologies
• Ethical decision-making
• Presentation and communication skills
• Data entry and transaction processing

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible pay
• Generous paid time off including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for Southborough, MA location
• Access to JPMorgan Chase's global learning resources and career advancement opportunities

JP Morgan Chase is an equal opportunity employer.