About The Position

As an Associate Relationship Banker in a Chase branch, you represent the brand and its culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients address their financial needs. You assist walk-in and scheduled clients, build lasting relationships, recommend relevant products and services, and connect clients with technology or specialized support. The position requires compliance with banking policies, procedures, risk obligations, and regulatory requirements. Employment also requires compliance with Dodd-Frank/Truth in Lending Act and SAFE Act requirements, including NMLS registration and ongoing updates and renewals. An offer is contingent on JPMorgan Chase's review of relevant background and financial information.

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 meet 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 Dodd-Frank/Truth in Lending Act and SAFE Act requirements, including NMLS registration.
  • Employment is contingent on review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies candidates.

Nice To Haves

  • At least 1 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

  • 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, 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 banking products, services, and procedures to consult effectively with clients and connect them with 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 the National Mortgage Licensing System and Registry (NMLS), and complete required renewals and updates.
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