Associate Relationship Banker - Tampa Bay Northwest - Brooksville, FL

JPMorgan Chase & Co.•Weeki Wachee, FL
•Onsite

About The Position

At Chase, the Associate Relationship Banker represents the brand and culture in a branch, providing welcoming, attentive service and using banking knowledge and financial technology to help clients address their financial needs. The role assists walk-in and scheduled clients in person and by phone, builds lasting relationships, and recommends relevant products and services. The banker also helps clients use digital and ATM banking tools, learns banking products and procedures, connects clients with specialists when needed, and follows policies and regulatory requirements. The position requires working branch hours, including weekends and some evenings. It is subject to Dodd-Frank/Truth in Lending Act requirements for Loan Originators, including review of relevant background and financial information, and requires NMLS registration under the SAFE Act. Continued employment is contingent on compliance with these requirements, including registration after starting and timely annual renewals and updates. JPMorganChase offers a competitive total rewards package, with base salary determined by role, experience, skills, and location. Eligible roles may also receive commission-based pay or discretionary incentive compensation. Benefits and programs are eligibility-based, and additional details are provided during hiring.

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, including completing required training.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and some evenings.
  • NMLS registration under the SAFE Act and compliance with applicable Loan Originator requirements are required for continued employment.

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

  • Provide attentive, friendly service and create a welcoming environment for clients.
  • Communicate clearly and politely, ask questions, listen to understand client needs, and build trust.
  • Assist walk-in and scheduled clients in person and over the phone, develop relationships, understand financial needs, and tailor product and service recommendations.
  • Educate clients 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 the appropriate team experts for specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
  • Complete required risk and compliance training and meet internal and external risk and compliance obligations.

Benefits

  • Comprehensive health care coverage
  • On-site health and wellness centers
  • Retirement savings plan
  • Backup childcare
  • Tuition reimbursement
  • Mental health support
  • Financial coaching
  • Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
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