Associate Relationship Banker - Sun Prairie Branch - Sun Prairie, WI
About The Position
As an Associate Relationship Banker in a Chase branch, you represent the Chase brand and culture by creating welcoming, memorable experiences for clients. You combine friendly, attentive service and financial knowledge with banking solutions and financial technology to understand clients’ needs and offer thoughtful recommendations. You assist walk-in and scheduled clients, help build lasting relationships, and contribute to the success of the branch. The role requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Continued employment is contingent on satisfying these requirements, including successful registration after starting and timely annual renewals and 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 internal and external risk and compliance obligations, including required training.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
- Must satisfy applicable Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements.
- Must register with or update registration in the NMLS 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
- Put clients first by delivering attentive, friendly service and creating a welcoming environment.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate clients’ 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 and connect clients 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
