Associate Relationship Banker - Westford, MA

JPMorganChase • Westford, MA

2d • 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. You assist clients who visit or schedule appointments at the branch, understand their financial needs, and recommend relevant products and services. You also help clients use digital banking tools and connect them with specialists when they have more complex financial needs.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMorgan Chase’s review of relevant background and financial information and compliance with applicable requirements. NMLS registration under the SAFE Act is required, including registration or an update immediately after starting, annual renewal, and timely updates.

Requirements

• Ability to create memorable client experiences.
• 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.
• Meet applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and comply with SAFE Act requirements, including NMLS registration.

Nice To Haves

• At least 1 year of sales experience in retail, financial services, or a related industry, with 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 consultatively, asking questions and listening to understand clients’ needs.
• Assist walk-in and scheduled clients in person and over the phone, build relationships, 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 banking products, services, and procedures quickly and accurately to consult effectively with clients.
• Collaborate with and connect clients to specialists for their financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED