Associate Relationship Banker - Chester Blvd - Richmond, IN

JPMorgan Chase & Co.•Richmond, IN
•Onsite

About The Position

The Associate Relationship Banker represents Chase’s brand and culture in a branch, providing welcoming, attentive service and using banking knowledge and financial technology to help clients address their financial needs. The role assists walk-in and scheduled clients in person and over the phone, builds lasting relationships, recommends suitable products and services, and connects clients with digital banking tools and specialized experts. The banker must learn banking products, services, and procedures and comply with applicable policies, procedures, and regulatory requirements. The position requires working branch hours, including weekends and some evenings, and is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and NMLS registration under the SAFE Act.

Requirements

  • High school degree, GED, or foreign equivalent.
  • 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 work branch hours, including weekends and some evenings.
  • Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the employer's review of relevant background information.
  • Comply with SAFE Act requirements, including successful NMLS registration immediately after starting employment and timely annual renewal and updates.

Nice To Haves

  • At least 1 year of sales experience in retail, financial services, or a 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 that exceeds client expectations.
  • 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.
  • Adhere to policies, procedures, and regulatory banking requirements.
  • Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
  • Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) as required, and complete annual renewals and updates.
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