Associate Relationship Banker - Sun Prairie Branch - Sun Prairie, WI

JPMorganChase • Sun Prairie, WI

1d • Onsite

About The Position

As an Associate Relationship Banker in a Chase Branch, you represent the Chase brand and culture through attentive, welcoming service and the use of banking solutions and financial technology. You assist clients visiting or contacting the branch, learn about their financial needs, and recommend relevant products and services. You also connect clients with digital banking tools and other Chase specialists when appropriate, while contributing to the success of the branch and following banking policies and regulatory requirements.

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 criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants. The role also requires NMLS registration under the SAFE Act of 2008, with continued employment contingent on successful registration after starting and timely annual renewal and updates.

Requirements

• High school degree, GED, or foreign equivalent.
• 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 work branch hours, including weekends and some evenings.
• Ability to meet risk, compliance, and regulatory obligations and complete required training.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the stated criminal conviction and financial responsibility review.
• NMLS registration under the SAFE Act of 2008, with successful registration after starting and timely annual renewal and 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 following banking policies, procedures, and regulatory requirements.

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment for clients.
• Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
• Assist walk-in and scheduled clients in person and over the phone, build relationships, identify financial needs, and tailor product and service recommendations.
• Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures quickly and accurately to consult 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 NMLS registration as required under the SAFE Act, and complete required renewals and updates.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED