Associate Relationship Banker - Woburn, MA
About The Position
At Chase, Associate Relationship Bankers create memorable experiences for clients and employees by making them feel welcomed, valued, and understood. They build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. In a Chase Branch, the Associate Relationship Banker represents the brand and culture with hospitality, combining banking solutions and financial technology with friendly, attentive service. The role welcomes and assists branch clients, uses financial knowledge to offer thoughtful solutions for their needs, and contributes to branch success. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is 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. The role also requires NMLS registration under the SAFE Act of 2008, with continued employment contingent on successful registration after starting, annual renewal, and timely 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.
- Must meet Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators; a felony conviction within the last seven years disqualifies candidates.
- Must register with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act, or update an existing registration; continued employment depends on registration, annual renewal, and timely updates.
Nice To Haves
- At least 1 year of sales experience in Retail, Financial Services, or related industries, with demonstrated success establishing new clients, deepening relationships, and delivering results.
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Put clients first and exceed expectations by providing attentive, friendly service and creating a welcoming environment.
- Communicate clearly, politely, and consultatively; ask questions and 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 and connect clients to 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 and connect them with experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
