About The Position

At Chase, Associate Relationship Bankers create memorable experiences for clients and employees by building lasting relationships, exceeding expectations, and embracing diversity and inclusion. In a Chase branch, the banker represents the brand and culture through welcoming, attentive service and the use of banking solutions and financial technology. The role assists walk-in and scheduled clients, understands their financial needs, recommends relevant products and services, and contributes to the success of the branch. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other information relevant to assessing financial responsibility, character, and fitness. A felony conviction within the last seven years disqualifies candidates. Employment also depends on compliance with the Truth in Lending Act/Dodd Frank Loan Originator requirements and the SAFE Act, including NMLS registration or updating an existing registration after starting, annual renewal, and required updates. Information submitted during the application or NMLS processes may affect employment.

Requirements

  • 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 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 Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the required review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • Comply with SAFE Act requirements, including NMLS registration or updating registration after starting, annual renewal, and required updates.

Nice To Haves

  • At least 1 year of sales experience in Retail, Financial Services, or another related industry, with demonstrated success establishing new clients, deepening relationships, and delivering results.
  • 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.
  • Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
  • Assist walk-in and scheduled clients in person and over the phone, build relationships, understand financial needs, 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 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.
  • Follow policies, procedures, and regulatory banking requirements.
  • Complete required training and meet internal and external risk and compliance obligations.
  • Register with or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete annual renewal and other required updates.
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