About The Position

As an Associate Relationship Banker in a Chase branch, you represent the Chase brand and culture by creating a welcoming, valued, and inclusive experience for clients. You use banking knowledge, financial technology, and attentive service to assist clients and offer thoughtful solutions to their financial needs. The role involves serving walk-in and scheduled clients in person and by phone, building lasting relationships, and contributing to branch success. The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorgan Chase’s review of relevant background and financial information. A felony conviction within the last seven years disqualifies candidates. The role also requires NMLS registration under the SAFE Act of 2008; continued employment depends on registration, annual renewal, 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 operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
  • Ability to work branch hours, including weekends and some evenings.
  • Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements; a felony conviction within the last seven years disqualifies candidates.
  • Register with or update registration in the National Mortgage Licensing System and Registry under the SAFE Act of 2008, and complete annual renewal and required updates.

Nice To Haves

  • At least one 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

  • Create a welcoming environment and deliver attentive, friendly service that puts clients first.
  • Communicate clearly, politely, and consultatively; ask questions and listen to understand clients’ needs and build trust.
  • Assist walk-in and scheduled clients in person and over the phone, develop lasting relationships, and tailor product and service recommendations to their financial needs.
  • Educate clients about and connect them to digital and self-service banking options, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures quickly and accurately to advise clients and connect them with specialists for complex financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Work branch hours, including weekends and some evenings.
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