Associate Relationship Banker - North San Jose Market - San Jose, CA
About The Position
As an Associate Relationship Banker in a Chase Branch, you represent Chase’s brand and culture by offering welcoming, attentive service and using banking solutions and financial technology to help clients address their financial needs. You assist clients who visit the branch, provide thoughtful recommendations, and contribute to branch success by building lasting relationships. The role includes requirements under the Dodd Frank/Truth in Lending Act and the SAFE Act, including NMLS registration or updating an existing registration after starting employment. Continued employment is contingent on compliance with applicable requirements. The position is also subject to Section 19 of the Federal Deposit Insurance Act and a review of criminal conviction history.
Requirements
- High school degree, GED, or foreign equivalent.
- 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 internal and external risk and compliance obligations, including required training.
- Ability to work branch hours, including weekends and some evenings.
- Compliance with applicable Dodd Frank/Truth in Lending Act, SAFE Act, NMLS registration, and Federal Deposit Insurance Act requirements.
Nice To Haves
- At least 1 year of sales experience in retail, financial services, or a related industry, with demonstrated success establishing new client relationships, 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 and politely in a consultative manner, asking questions and listening to understand and anticipate client needs.
- Assist walk-in and scheduled clients in person and by 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 products, services, and procedures quickly and accurately; consult with clients about banking solutions and connect them with team experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Complete required training and meet internal and external risk and compliance obligations.
- Register on the NMLS or update an existing registration as necessary after starting employment, and complete annual renewals and required updates.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
