Relationship Banker - Westford, MA

Location: Westford, MA, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker at JPMorgan Chase in Westford, MA, you will play a pivotal role in delivering exceptional client experiences that reflect our unwavering commitment to hospitality and personalized financial care. In this dynamic position within our branch network, you will serve as the primary point of contact for clients, helping them navigate a full suite of banking solutions tailored to their unique needs. From everyday transactions to complex financial planning, you will embody Chase's client-first philosophy, fostering trust and loyalty while contributing to the growth of our premier financial services institution. This role is ideal for individuals passionate about building meaningful relationships in a supportive, high-energy team environment. Your day-to-day responsibilities will include engaging clients through proactive consultations, recommending products like Chase checking accounts, credit cards, mortgages, and investment options from J.P. Morgan Wealth Management. You will process transactions with precision, ensure compliance with federal regulations such as those from the FDIC and OCC, and leverage digital tools like the Chase Mobile app to enhance client convenience. By identifying cross-selling opportunities and collaborating with specialists, you will help clients achieve their financial goals, whether it's saving for a home, planning for retirement, or managing daily cash flow. At JPMorgan Chase, we value innovation and integrity, and as a Relationship Banker, you will uphold these principles while driving branch success in the competitive Westford market. We seek motivated professionals who thrive in a client-centric role and are eager to grow within one of the world's leading financial institutions. With opportunities for advancement, comprehensive training, and a focus on work-life balance, joining JPMorgan Chase means investing in your future as much as our clients invest in theirs. If you are ready to make a tangible impact on the financial well-being of our community, apply today to become part of the Chase family.

Key Responsibilities

• Engage with clients to understand their financial needs and recommend appropriate JPMorgan Chase banking solutions, including checking, savings, loans, and investment products
• Build and maintain long-term relationships with clients to enhance satisfaction and loyalty, embodying Chase's hospitality standards
• Process transactions accurately and efficiently, such as deposits, withdrawals, and account openings, while adhering to compliance protocols
• Identify opportunities for cross-selling Chase products and services to meet client goals and drive branch performance
• Provide exceptional customer service by resolving inquiries, addressing concerns, and ensuring a seamless client experience
• Collaborate with branch team members and specialists to deliver comprehensive financial advice and support
• Maintain up-to-date knowledge of JPMorgan Chase policies, procedures, and industry regulations
• Promote digital banking tools to help clients manage their finances conveniently through Chase Mobile app and online platforms
• Assist in branch operations, including cash handling, vault management, and end-of-day reconciliations
• Participate in community outreach and client events to strengthen JPMorgan Chase's presence in Westford, MA

Required Qualifications

• High school diploma, GED, or equivalent work experience
• At least 1-2 years of customer service or sales experience in a retail or financial services environment
• Strong understanding of banking products and services
• Ability to work flexible hours, including weekends and evenings as needed
• Valid driver's license and reliable transportation
• Proficiency in basic computer skills and Microsoft Office applications
• Compliance with all regulatory requirements, including background checks and FINRA registrations if applicable

Preferred Qualifications

• Bachelor's degree in finance, business, or a related field
• Previous experience in a banking or financial advisory role
• Bilingual proficiency in English and Spanish or another local language
• Sales experience with a proven track record of meeting or exceeding targets
• Knowledge of JPMorgan Chase's digital banking platforms and tools

Required Skills

• Customer service excellence
• Sales and relationship-building
• Financial product knowledge
• Attention to detail
• Problem-solving abilities
• Communication skills (verbal and written)
• Time management and multitasking
• Team collaboration
• Regulatory compliance awareness
• Digital literacy (banking software and apps)
• Analytical thinking for client needs assessment
• Adaptability to fast-paced environments
• Conflict resolution
• Basic math and cash handling proficiency
• Empathy and hospitality mindset

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Paid time off, including vacation, sick days, and holidays
• Tuition reimbursement and educational assistance programs
• Employee stock purchase plan and financial wellness resources
• Fitness and wellness programs, including gym membership discounts
• Parental leave and family support benefits
• Access to JPMorgan Chase's global career development opportunities and internal mobility programs

JP Morgan Chase is an equal opportunity employer.