Relationship Bankers - Orleans/Hyannis/Falmouth, MA

Location: Hyannis, MA, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking dedicated Relationship Bankers to join our dynamic team in the Orleans, Hyannis, and Falmouth, MA branches. As a Relationship Banker, you will be at the forefront of delivering exceptional client experiences, embodying our core values of hospitality, integrity, and innovation in the financial services industry. Your role will involve building meaningful connections with clients in the Cape Cod community, helping them achieve their financial goals through personalized banking solutions. Whether assisting with everyday transactions or guiding clients toward sophisticated products like Chase Private Client services, you will play a pivotal role in enhancing client loyalty and satisfaction in a high-volume retail banking environment. Key to success in this position is your ability to uncover client needs through consultative conversations and recommend appropriate JP Morgan Chase offerings, including checking and savings accounts, mortgages, credit cards, and investment advisory services. You will collaborate with branch colleagues to drive sales initiatives, ensure seamless transaction processing, and maintain the highest standards of security and compliance as per federal banking regulations. Leveraging Chase's cutting-edge technology, such as mobile banking apps and CRM systems, you will empower clients to manage their finances efficiently while contributing to the branch's performance metrics and community outreach efforts. We value professionals who thrive in a fast-paced setting and are passionate about financial wellness. This role offers the opportunity to grow within one of the world's leading financial institutions, with access to ongoing training, career advancement paths, and a supportive culture that prioritizes work-life balance. If you are committed to excellence and eager to make a difference in clients' lives, join JP Morgan Chase and help shape the future of banking in Massachusetts.

Key Responsibilities

• Engage with clients in the Orleans, Hyannis, and Falmouth branches to understand their financial needs and provide tailored banking solutions
• Open and maintain various deposit accounts, loans, credit products, and investment options while ensuring regulatory compliance
• Deliver exceptional hospitality by actively listening to clients, resolving inquiries, and fostering long-term relationships
• Identify opportunities to cross-sell JP Morgan Chase products such as Chase Sapphire banking or wealth management services
• Process transactions accurately, including deposits, withdrawals, and wire transfers, using Chase's digital and in-branch systems
• Educate clients on digital banking tools, mobile apps, and online platforms to enhance their financial experience
• Collaborate with branch teams to meet sales goals and contribute to a positive branch atmosphere
• Monitor client portfolios for potential needs and refer to specialized Chase advisors when appropriate
• Maintain accurate records and adhere to all JP Morgan Chase policies on privacy, security, and anti-money laundering
• Participate in community events in Cape Cod to promote JP Morgan Chase's commitment to local financial wellness

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 understanding of banking products and services, including deposits, loans, and investments
• Ability to obtain necessary state and federal banking licenses and certifications
• Proficiency in Microsoft Office Suite and 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 as a Relationship Banker or similar role at a major financial institution
• Knowledge of the local market in Orleans, Hyannis, and Falmouth, MA
• Bilingual proficiency in English and Spanish or Portuguese to serve diverse client bases
• Experience with sales targets in financial products and cross-selling techniques
• Certification in financial planning or customer relationship management (CRM) tools

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and conflict resolution
• Digital banking proficiency
• Time management and multitasking
• Team collaboration
• Attention to detail
• Communication (verbal and written)
• Analytical thinking for client needs assessment
• Adaptability to branch-specific demands
• Ethical decision-making
• Basic financial advising

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 parental leave
• Tuition reimbursement program for professional development and advanced degrees
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase stock
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Performance-based bonuses and incentives tied to client satisfaction and sales goals
• Access to Chase employee banking perks, such as fee waivers and priority services

JP Morgan Chase is an equal opportunity employer.