Associate Relationship Banker - Chelmsford, MA
About The Position
At Chase, Associate Relationship Bankers create memorable experiences for clients and employees by making people 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 through hospitality, friendly and attentive service, and the use of current banking solutions and financial technology. The role welcomes and assists branch clients, applies financial knowledge to recommend thoughtful solutions for their needs, and contributes to the success of the branch. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act of 2008.
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 work branch hours, including weekends and some evenings.
- High school degree, GED, or foreign equivalent.
- Meet Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information.
- A felony conviction within the last seven years disqualifies candidates from consideration.
- Register with or update the National Mortgage Licensing System and Registry (NMLS) after starting employment, and comply with SAFE Act requirements, including successful registration immediately after the start date, annual renewal, and required 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
- Put clients first and deliver attentive, friendly service that creates a welcoming environment and exceeds expectations.
- 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 lasting 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 with clients about banking solutions.
- Collaborate with and connect clients to team experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
