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 helping clients find banking solutions that meet their financial needs. You assist both walk-in and scheduled clients in person and over the phone, build lasting relationships, and connect clients with relevant products, services, technology, and specialized experts. The role requires learning banking products, services, and procedures, and complying with applicable policies, risk controls, and regulatory requirements. Employment is contingent on meeting Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act/NMLS registration requirements, including registration or updating registration after starting and completing subsequent annual renewals and required 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.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and some evenings.
  • Must meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements.
  • Must register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration, in accordance with the SAFE Act; continued employment depends on compliance, including registration after starting and timely annual renewals 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 for clients.
  • Communicate clearly and consultatively, asking questions and listening 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.
  • Follow policies, procedures, regulatory banking requirements, and internal and external risk and compliance obligations.
  • Complete required training.
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