Relationship Banker- Metro Central, MA
JPMorgan Chase & Co.
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities * Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. * Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. * Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs. * Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. * Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. * Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills * 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. * Ability to create memorable experiences for our clients – elevate the client experience. * Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. * Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. * Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...SuggestedAfternoon shift
- ...Jobtailor in Newton, MA is seeking a client-focused banking professional to welcome clients in the lobby, educate them on self-service options, and help them complete transactions with care and accuracy. You will listen to clients' financial priorities, propose suitable...SuggestedWeekend work
$25 - $32.69 per hour
...welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations... ...needs. As a Private Client Banker in Branch Banking, you are the main point... ...Opportunity Employer/Disability/Veterans Base Pay/Salary Boston,MA $25.00 - $32.69 / hourSuggestedWork at officeImmediate startAfternoon shift- ...Bank of America in Waltham, MA is seeking a customer-focused role serving as the first point of contact for financial center clients. You will uncover personal banking needs, offer solutions, and connect clients to specialists. Expect outbound calls, follow-up routines...Suggested
$22.57 - $29.35 per hour
...Personal Banker II Job Tracking ID : 512272-912047 Job Location : Boston, MA Job Level : Mid Career (2+ years) Level of Education... ...procedures and policies. Broaden customer relationships by providing account solutions to...SuggestedHourly payFull timeTemporary workPart timeFlexible hoursDay shift- ...at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goal Relationship Banker, Banking, Relationship, Banker, Operations, Customer Service...
- ...with a strong work ethic and intense focus on results Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves clients’ financial lives Is confident in...Weekend work
- ...Bank of America is hiring a Relationship Banker for the Quincy - Newton Market location. The role focuses on engaging clients in the lobby and guiding them to self-service banking options, including mobile and online channels. The position emphasizes accurate cash handling...
$21.5 - $26 per hour
...Relationship Banker II If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial...Flexible hoursWeekend work- ...Relationship Banker - Middlesex, MA Burlington, Massachusetts;Acton, Massachusetts; Wilmington, Massachusetts; Sudbury, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet...Work at officeFlexible hoursShift workWeekend workDay shift
- ...J.P. Morgan in Newton, Massachusetts, is seeking a Relationship Banker to provide exceptional client experiences and manage client relationships. You will be delivering attentive service, understanding client needs, and educating them about banking solutions. The ideal...
$23.84 - $39.74 per hour
...M&T Bank is seeking a retail sales professional in Boston, MA to identify customer needs and enhance their banking experience. In... ...focal point for customer engagement through proactive outreach and relationship management. The ideal candidate will have a high school diploma...Hourly pay- ...Financial Solutions Advisor - Northern MA Market Bedford, Massachusetts;Woburn, Massachusetts; Peabody, Massachusetts; Burlington... ...whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done....Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
- ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
$20.86 - $25.03 per hour
...About This Role USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker I is responsible for the delivery of exceptional member experiences, implementing USALLIANCE’s sales and service standards by...Hourly payPart timeLocal area$36k - $150k
...focusing on long‑term results and leveraging technology, exceptional relationship management and customized strategies for consumers and... ..., member FINRA,SIPC. OSJ: 160 Gould Street, Suite 310 Needham, MA 02494, ph#781.449.4402. PAS is a wholly‑owned subsidiary of The...Permanent employmentWork at officeShift work- ...If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing financial... ...and get paid to do it. This position is based in our Needham, MA office and the candidate must be able to travel some weekdays to...Work at officeWeekday work
$100k
...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust... ...of America) Hours Per Week: 40 Pay Transparency details US - MA - Wellesley Hills - 45 William St (MA9045) Benefits $36.06 - $4...Hourly payWork at officeShift workDay shift$65k - $80k
...or exceeded. Proven goal‑setting and achievement skills, strong relationship building, and effective communication with clients. Ability to... ...Saturdays. Locations: Belmont – 483 Trapelo Rd – Waverley Square (MA 6166) Brookline – 1319 Beacon St – Coolidge Corner (MA 6209)...Temporary workMonday to FridayShift workDay shift- ...Join Mascoma Bank’s Retail Team as a Relationship Banker I and help us improve our clients' financial being! At Mascoma Bank, we aim to provide exceptional customer service while enhancing the lives of our customers and communities. The Relationship Banker I will be the...Remote workFlexible hoursEarly shift
- ## Relationship BankerApplylocations: NH, Gorham, 260 Main Sttime type: Full timeposted on: Posted 3 Days Agojob requisition id: R2478# Live... ...industry? If any of the below ring true, the **Relationship Banker** role may be the perfect fit!* Are you passionate about...Contract workLocal area
$22.5 - $24 per hour
Rockland Federal Credit Union in Weymouth is looking for a Member Experience Specialist II to provide advanced member service support while performing account servicing and sales functions. The role involves opening accounts, assisting with loan applications, and providing...Hourly payFull time$25 - $27.88 per hour
...Bank of America in Boston, Massachusetts, is seeking a dedicated professional to execute the bank's risk culture and foster client relationships. The role involves managing financial center operations, enhancing the client experience, and ensuring adherence to laws and...Hourly pay- ...A regional bank in the Westwood area seeks a Regional Relationship Banker I to engage with customers and build relationships that enhance their banking experience. Responsibilities include consultative conversations, processing transactions, selling bank products, and...
$22.5 - $24 per hour
Rockland Federal Credit Union in Somerville, Massachusetts is looking for a Member Experience Specialist II to deliver advanced member service and support transactional functions. This full-time position includes responsibilities like opening accounts, assisting with loan...Hourly payFull time$49.5k - $82.5k
...contribute to the company’s success. As a Branch Banker within PNC's retail branch banking, you will be based in Boston, MA. Bilingual, English/Spanish preferred. PNC... ...of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows...Full timeTemporary workPart timeWork experience placementWork at officeShift work$110k - $150k
...Location: Wellesley, MA (Hybrid) Compensation: $110,000 - $150,000 base salary, depending on experience Target Start Date... ...therapist. They are looking for someone who enjoys building lasting relationships, asking meaningful questions, and becoming a trusted advisor to...Flexible hours- ...If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client... ...client inquiries. This position is based in our Needham, MA office and the candidate must be able to travel weekdays to our...Work at officeAfternoon shiftWeekday work
- ...The Bulfinch Group seeks a Financial Advisor to serve individuals and businesses in Needham, MA, providing access to financial products and services to protect assets, build wealth, and plan for the future. You will have the autonomy to grow your practice your way, with...Work at office
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