Relationship Banker - Downtown Boston Area
About The Position
As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture by creating welcoming, valued, and inclusive experiences for clients. You use banking solutions and financial technology alongside attentive service to acquire, manage, and retain client relationships. You draw on your financial knowledge to understand clients’ needs and recommend thoughtful solutions that help make their lives easier and contribute to branch success. The position requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators, including a 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. Employment also requires NMLS registration under the SAFE Act, successful registration immediately after starting, and completion of annual renewals and required updates.
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 completing 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; a felony conviction within the last seven years disqualifies candidates.
- Register with or update the National Mortgage Licensing System and Registry (NMLS) immediately after starting, and complete annual renewal and required updates to remain employed in the position.
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 by phone to build relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand, anticipate client needs, and build trust.
- 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 risk and compliance obligations and required training.
- Obtain and maintain required licenses and NMLS registration, including applicable renewals and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
