About The Position

At Chase, the Associate Relationship Banker represents the brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients address their financial needs. The role assists walk-in and scheduled clients in person and by phone, builds lasting relationships, and contributes to branch success by offering thoughtful product and service recommendations and connecting clients with specialized experts. The position requires adherence to banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment depends on meeting those requirements, including registration after starting and completing annual renewals and 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.
  • Ability to meet risk and compliance obligations and complete required training.
  • Satisfy Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; employment offer is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • No felony conviction within the last seven years, as such a conviction disqualifies candidates from consideration.
  • Meet SAFE Act requirements, including successful NMLS registration immediately after the start date and timely annual renewal and required updates.

Nice To Haves

  • At least 1 year of sales experience in Retail, Financial Services, or another related industry, with proven 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 and consultatively; ask questions and listen to understand and anticipate client needs.
  • Assist walk-in and scheduled clients in person and over the phone to 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.
  • 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 or update registration in NMLS under the SAFE Act, and complete required annual renewals and updates.
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