About The Position

As an Associate Relationship Banker in a Chase Branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients address their financial needs. You assist walk-in and scheduled clients in person and over the phone, build lasting relationships, and connect clients with appropriate products, services, digital tools, and specialized experts. The role requires learning banking products and procedures and following applicable policies, procedures, and regulatory requirements. This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are 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 applicants. The role also requires NMLS registration under the SAFE Act, with continued employment contingent on successful registration after starting, annual renewal, and timely required updates.

Requirements

  • High school degree, GED, or foreign equivalent.
  • Ability to create memorable client experiences.
  • 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 work branch hours, including weekends and some evenings.
  • Must satisfy Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements; a felony conviction within the last seven years disqualifies applicants.
  • Must obtain or update NMLS registration under the SAFE Act after starting and comply with registration, renewal, and update requirements.
  • Must meet risk and compliance obligations, including completion of required training.

Nice To Haves

  • At least one year of sales experience in Retail, Financial Services, or related industries, 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

  • Provide attentive, friendly service and create a welcoming environment for clients.
  • Communicate politely and consultatively, asking questions and listening to understand and anticipate client needs.
  • Assist walk-in and scheduled clients in person and over the phone, build relationships, understand financial needs, and recommend suitable products and services.
  • Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures to consult effectively about banking solutions and connect clients with experts for specialized needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
  • Register with the NMLS or update an existing registration as required, and complete annual renewal and other required updates.
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