Search jobs > Boston, MA > Relationship banker

Relationship Banker- North End Branch

JPMorgan Chase & Co.
Boston, MA, United States
Full-time

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers.

From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.

You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.

You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day / 7 days a week. Job responsibilities

  • Delivers an exceptional customer experience by acting with a customer-first attitude
  • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
  • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
  • Influences, educates, and connects customers to technology
  • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
  • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
  • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

  • 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
  • High school degree, GED, or foreign equivalent
  • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6 / 7, state registration (including 63 or 66 if required), and Life licenses are required.

All unlicensed applicants must obtain their licenses within 180 days of hire

  • Operate within established risk parameters / tolerances and meets internal / external risk and compliance obligations, including completion of required training
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products / services to customers with differing needs
  • Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

  • College degree or military equivalent
  • Professional, thorough, and organized with strong follow-up skills
  • Exude confidence with clients when sharing product knowledge and solutions
  • Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank / Truth in Lending Act This position is subject to the Dodd Frank / Truth in Lending Act qualification requirements for Loan Originators.

As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.

Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act / Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.

As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.

Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm.

Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase.

Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.

Further information about NMLS and registration requirements of registration can be found at :

14 days ago
Related jobs
JPMorgan Chase & Co.
Boston, Massachusetts

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their finan...

JPMorgan Chase Bank, N.A.
Bedford, Massachusetts

Job responsibilities * Delivers an exceptional customer experience by acting with a customer-first attitude * Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor produc...

JPMorgan Chase & Co.
Boston, Massachusetts

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their finan...

Santander
Woburn, Massachusetts

Description : Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Attends and actively participates in weekly partnership meetings and joint calls with Branch partners. Skilled at and/or aptitude for assessing customer/client ...

JPMorgan Chase & Co.
Boston, Massachusetts

As an Associate Relationship Banker in our Branch Banking team, you’ll take a lead role in delivering an outstanding experience to Chase customers. Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their ...

Santander
Reading, Massachusetts

Description : Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Attends and actively participates in weekly partnership meetings and joint calls with Branch partners. Skilled at and/or aptitude for assessing customer/client ...

Promoted
Citizens
Boston, Massachusetts

The Branch Manager is directly responsible for creating and maintaining a strong customer-centric culture and is the primary mentor and manager to branch colleagues. As a Branch Manager you will drive branch performance, sales growth, and colleague and customer experience through inspirational leade...

Promoted
Professional Career Solutions
Weymouth, Massachusetts

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. We're seeking someone who is great with people, building relationships, and putting customers first. Ability to listen to and underst...

Promoted
The Cooperative Bank
Boston, Massachusetts

Universal Banker (West Roxbury). The Cooperative Bank (TCB) is currently seeking a dynamic and customer-focused Universal Banker to join our team at our West Roxbury location!. The Universal Banker plays a crucial role in meeting the financial needs of customers and ensuring their satisfaction. The ...

Promoted
Needham Bank
Westwood, Massachusetts

Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies.Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities.Be a pass...