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 offer thoughtful product and service recommendations. You also educate clients about digital and self-service banking options and connect them with colleagues for specialized financial needs. The position requires adherence to banking policies, procedures, and regulatory requirements, and is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and NMLS registration under the SAFE Act.

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 required training.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and some evenings.
  • Subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • Any felony conviction within the last seven years disqualifies candidates from consideration, as stated in the posting.
  • Must register with or update NMLS registration upon active employment and comply with SAFE Act requirements, including registration immediately after the start date and timely annual renewal and 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

  • Create a welcoming environment and deliver attentive, friendly service that exceeds client expectations.
  • Communicate clearly, politely, and consultatively; ask questions and listen to understand client needs and build trust.
  • Assist walk-in and scheduled clients in person and over the phone, build lasting relationships, and tailor product and service recommendations to their financial needs.
  • Educate and connect clients to Chase 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 the team of experts for specialized financial needs.
  • Adhere to 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 or update registration in the National Mortgage Licensing System and Registry (NMLS), and complete required annual renewals and updates to maintain SAFE Act compliance.
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