Relationship Banker - Lowell Bridge St, MA

JPMorganChase; Lowell (MA); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading financial services firm is seeking a Relationship Banker in Lowell, MA. This role focuses on delivering exceptional customer service and building meaningful relationships with clients. The ideal candidate will have experience in retail banking and a passion for helping customers achieve their financial goals. Responsibilities include managing customer accounts, providing financial solutions, and collaborating with specialists to meet customer needs.

Qualifications

• 1+ year of experience in Retail banking sales or Financial services sales.
• Must obtain required licenses within 180 days of hire.

Responsibilities

• Delivers exceptional customer experience with a customer-first attitude.
• Manages assigned customers and builds lasting relationships.
• Educates customers and connects them to technology.

Skills

Communication

Customer Service

Relationship Building

Education

High school degree, GED, or foreign equivalent

Job description

Relationship Banker - Lowell Bridge St, MA

Join to apply for the Relationship Banker - Lowell Bridge St, MA role at JPMorgan Chase

Job Description

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.

Job Responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required Qualifications, Capabilities, And Skills

• 1+ year of experience in Retail banking sales, Financial services sales, or related industry, with proven success in establishing new clients, deepening customer relationships, and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred Qualifications, Capabilities, And Skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on review of your criminal conviction history, credit report, and other relevant information to demonstrate financial responsibility, good character, and fitness for the position. Any felony within the last seven years will disqualify you. Continued employment depends on compliance with these requirements, including registration on NMLS, which will be required upon employment. More info at: NMLS website.

About Us

Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put customers at the center of everything we do. We offer competitive rewards, benefits, and a diverse, inclusive workplace.

About The Team

Our Consumer & Community Banking division serves customers with personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales, deposit growth, and digital solutions, ranking first in customer satisfaction.