Relationship Banker - Gold Star Blvd, Worcester, MA

JPMorganChase•Worcester, MA

12d•Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the brand and culture through welcoming, attentive service and use of banking solutions and financial technology. You take a lead role in acquiring, managing, and retaining client relationships, drawing on financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role involves meeting clients in person and by phone, helping them use digital banking tools, learning and explaining banking products and procedures, and connecting clients with specialists when needed. You must follow applicable policies, procedures, and regulatory requirements. The position requires working branch hours, including weekends and some evenings. Employment is contingent on meeting applicable Dodd-Frank/Truth in Lending Act and SAFE Act requirements, including NMLS registration and required ongoing updates.

Requirements

At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing new clients, deepening relationships, and delivering results.
Ability to create memorable client experiences.
Excellent in-person and telephone communication skills, including tailoring 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 comply with established risk parameters, internal and external risk and compliance obligations, and required training.
High school degree, GED, or foreign equivalent.
Securities Industry Essential (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses; unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
Ability to work branch hours, including weekends and some evenings.
Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act requirements, including NMLS registration and ongoing compliance.
Employment is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies an applicant.

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 for clients.
Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend appropriate products and services.
Communicate clearly and consultatively, 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.
Resolve client issues promptly and accurately while providing a consistent client experience.
Operate within established risk parameters and meet internal and external risk, compliance, and training obligations.
Meet branch-hour requirements, including weekends and some evenings.
Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
Register with or update NMLS registration upon active employment and complete timely annual renewals and required updates.