Associate Relationship Banker - Lowell, MA
About The Position
As an Associate Relationship Banker in a Chase branch, you represent the company’s brand and culture by delivering welcoming, attentive service and using banking solutions and financial technology to help clients address their financial needs. You assist walk-in and scheduled clients in person and over the phone, build lasting relationships, recommend appropriate products and services, and help clients use digital and self-service banking tools. You learn banking products, services, and procedures and connect clients with colleagues for specialized needs. The role requires compliance with banking policies, procedures, and regulatory requirements, and availability to work branch hours that include weekends and some evenings. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on JPMorgan Chase’s review of relevant information, including criminal conviction history, credit report, and NMLS information. A felony conviction within the last seven years disqualifies candidates from consideration. The position also requires NMLS registration under the SAFE Act of 2008. Continued employment depends on compliance with applicable requirements, including registration after starting and timely completion of annual renewals and required updates.
Requirements
- Ability to create memorable client experiences and elevate the client experience.
- Excellent in-person and phone 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 applicable review of criminal conviction history, credit report, NMLS information, and other relevant information.
- NMLS registration under the SAFE Act of 2008 and compliance with registration, annual renewal, and update requirements.
Nice To Haves
- At least 1 year of sales experience in retail, financial services, or a related industry, with proven success establishing new clients, deepening relationships, and delivering results.
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment that exceeds clients’ expectations.
- Communicate clearly and politely, ask questions, listen to understand, and anticipate client needs.
- Assist walk-in and scheduled clients in person and over the phone, build relationships, understand financial needs, and tailor product and service recommendations.
- Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to consult clients on banking solutions.
- Collaborate with and connect clients to team members who can help with 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
