Associate Relationship Banker - San Diego Central Market - San Diego, CA
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 meet their financial needs. You assist clients who visit or schedule appointments at the branch, build lasting relationships, understand their needs, and recommend relevant products and services. You also connect clients with digital banking tools and specialized expertise when appropriate, while following banking policies and regulatory requirements. This position is subject to Section 19 of the Federal Deposit Insurance Act and to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on applicable reviews of criminal conviction history, credit information, NMLS information, and other relevant records. The position also requires NMLS registration under the SAFE Act, with continued employment contingent on compliance, including registration after starting and timely annual renewal 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 and a consistent client experience.
- Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
- Meet applicable Federal Deposit Insurance Act and Dodd Frank/Truth in Lending Act qualification requirements, including the stated criminal history and financial responsibility reviews.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting employment, and complete required renewals and 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
- Provide attentive, friendly service and create a welcoming environment for clients.
- Communicate politely and consultatively, asking questions and listening to understand and anticipate client needs.
- Assist walk-in and scheduled clients in person and over the phone, building relationships and tailoring product and service recommendations to their financial needs.
- Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them with experts for specialized financial needs.
- Follow 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
