Associate Relationship Banker - Woburn, MA

JPMorganChase•Woburn, MA
•Onsite

About The Position

As an Associate Relationship Banker in a Chase Branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients with their needs. You assist walk-in and scheduled clients, in person and over the phone, build lasting relationships, and recommend relevant products and services. You also connect clients with digital banking tools and team members who can help with specialized financial needs, while following applicable policies, procedures, and regulatory requirements. 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 background and financial information. The role also requires NMLS registration under the SAFE Act of 2008, and continued employment depends on compliance with registration, renewal, and update requirements.

Requirements

  • Ability to create memorable client experiences and elevate the client experience.
  • Excellent communication skills in person and over the phone, 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.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and some evenings.
  • Compliance with applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements.

Nice To Haves

  • At least 1 year of sales experience in Retail, Financial Services, or a related industry, 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

  • Provide attentive, friendly service and create a welcoming environment for clients.
  • Communicate clearly and politely, ask questions, listen to understand client needs, and build trust.
  • Assist walk-in and scheduled clients in person and over the phone; understand their financial needs and tailor product and service recommendations.
  • Educate clients about and connect them to Chase technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them with experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Meet risk and compliance obligations, including completing required training.
  • Work branch hours, including weekends and some evenings.
  • Register with or update registration in the NMLS as required, and complete required annual renewals and updates.
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