Relationship Banker - Gold Star Blvd, Worcester, MA
About The Position
As a Relationship Banker in a Chase branch, you represent Chase’s brand and culture by delivering welcoming, attentive service and using banking solutions and financial technology to help clients. You take a lead role in acquiring, managing, and retaining client relationships, drawing on your financial knowledge to offer thoughtful solutions that address clients’ financial needs and contribute to the success of the branch. The role includes managing assigned clients and meeting with them in person and by phone, recommending appropriate products and services, explaining digital banking options, and connecting clients with experts for specialized needs. You must learn products and procedures quickly and comply with banking policies, procedures, and regulatory requirements. The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act.
Requirements
- At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with proven success establishing new clients, deepening relationships, and delivering results.
- 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 required training.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
- Ability to work branch hours, including weekends and some evenings.
- Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements; continued employment is contingent on compliance. A felony conviction within the last seven years disqualifies applicants from consideration.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting employment, and comply with registration, renewal, and update requirements.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment that exceeds client expectations.
- Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly and politely in a consultative manner, asking questions and listening to understand and anticipate client needs.
- 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.
- Adhere to policies, procedures, and regulatory banking requirements, including applicable risk and compliance obligations and required training.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
