Associate Relationship Banker - Westford, MA
About The Position
At Chase, Associate Relationship Bankers create welcoming, memorable experiences for clients and employees, build lasting relationships, and represent the company’s brand and culture. In a Chase branch, this role combines hospitality and attentive service with banking solutions and financial technology. The banker assists walk-in and scheduled clients in person and over the phone, understands their financial needs, and recommends relevant products and services. They also educate clients on digital banking options and connect them with specialists for more complex financial needs. The role requires following banking policies, procedures, and regulatory requirements. It is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment depends on compliance with these requirements, including successful registration following the start date and completion of required renewals and updates.
Requirements
- Ability to create memorable client experiences and elevate the client experience.
- Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
- Ability to resolve client issues quickly and effectively, with attention to detail.
- Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
- Compliance with Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including the stated review of criminal conviction history, credit report, NMLS information, and other relevant information.
- NMLS registration under the SAFE Act of 2008, or updating an existing registration as necessary, and compliance with registration, renewal, and update requirements.
Nice To Haves
- At least 1 year of sales experience in Retail, Financial Services, or a related industry, with success establishing new clients, deepening relationships, and delivering results.
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Provide attentive, friendly service and create a welcoming environment that exceeds client expectations.
- Communicate clearly and politely, ask questions, listen to understand clients’ needs, and build trust.
- Assist walk-in and scheduled clients in person and over the phone, develop lasting relationships, and tailor product and service recommendations to their financial needs.
- Educate clients about technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions.
- Collaborate with and connect clients to team experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
