Associate Relationship Banker - New Bedford, MA

JPMorganChase•New Bedford, MA
•Onsite

About The Position

As an Associate Relationship Banker in a Chase branch, you represent the brand and its culture through welcoming, attentive service. You assist clients who visit or contact the branch, use your financial knowledge to understand their needs, and recommend thoughtful banking solutions. You also help clients use Chase’s digital banking tools and connect them with specialists when they have more complex financial needs. The role requires following banking 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. A felony conviction within the last seven years will disqualify a candidate. The role also requires NMLS registration under the SAFE Act, including registration or updating an existing registration after starting, annual renewal, and timely updates. Continued employment is contingent on compliance with these requirements.

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 and provide a consistent client experience.
  • 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.
  • Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements; an employment offer is contingent on the employer’s review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • Register with or update registration in the National Mortgage Licensing System and Registry under the SAFE Act after starting, and complete required annual renewals and updates.

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

  • Deliver 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, build lasting relationships, and tailor product and service recommendations to their financial needs.
  • Educate clients about and connect them to banking technology, 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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