About The Position

As an Associate Relationship Banker in a Chase branch, you represent Chase’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients address their needs. You assist walk-in and scheduled clients, build lasting relationships, and recommend products and services suited to their financial needs. You also help clients use digital and self-service banking tools and connect them with Chase experts when they need specialized assistance. The position requires following applicable policies, procedures, and regulatory banking requirements. It is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment depends on meeting the applicable qualification, registration, renewal, and compliance requirements.

Requirements

  • Ability to create memorable client experiences and elevate the client experience.
  • Excellent communication skills in person and over the phone, 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 meet internal and external risk and compliance obligations and complete required training.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and some evenings.
  • Compliance with applicable Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements.
  • NMLS registration under the SAFE Act, including successful registration immediately after starting, 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 that creates a welcoming environment and exceeds client expectations.
  • 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 to build relationships, understand their financial needs, and tailor product and service recommendations.
  • Educate clients about and connect them with technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures quickly and accurately to consult with clients.
  • 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 completing required training.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service