About The Position

At Chase, Associate Relationship Bankers create welcoming and memorable experiences for clients and employees. In a Chase branch, the banker represents the brand and culture by combining attentive service with banking solutions and financial technology. The role assists walk-in and scheduled clients, understands their financial needs, recommends suitable products and services, and contributes to the branch’s success by building lasting relationships. The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. An offer is contingent on JPMC’s review of relevant background and financial information and a determination that the candidate meets its requirements for financial responsibility, good character, and general fitness. Continued employment depends on complying with applicable requirements, including registration after starting, annual renewal, and timely updates.

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.
  • Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements.
  • Register with or update registration in the National Mortgage Licensing System and Registry under the SAFE Act, and comply with registration, renewal, and update 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 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 client needs and build trust.
  • Assist walk-in and scheduled clients in person and by phone, understand their financial needs, and tailor product and service recommendations.
  • Educate clients about and connect them to digital and self-service banking options, 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.
  • Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
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