About The Position

As an Associate Relationship Banker in a Chase branch, you represent the Chase brand and culture through welcoming, attentive service and the use of banking solutions and financial technology. You assist clients who visit or schedule appointments at the branch, understand their financial needs, and recommend relevant products and services. You also help clients use digital and self-service banking tools and connect them with specialists when they need more focused financial support. The role contributes to branch success while following applicable policies, procedures, and regulatory requirements.

Requirements

  • High school degree, GED, or foreign equivalent.
  • Excellent communication skills in person and over the phone, including the ability to tailor product and service features and benefits to clients with different 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.
  • Ability to work branch hours, including weekends and some evenings.
  • The role requires NMLS registration under the SAFE Act and compliance with applicable Truth in Lending Act/Dodd-Frank Loan Originator requirements. Continued employment is contingent on meeting these requirements.

Nice To Haves

  • At least 1 year of sales experience in retail, financial services, or a related industry, with success establishing new clients, deepening relationships, and delivering results.
  • College degree or military equivalent.
  • Experience following 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.
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