About The Position

As an Associate Relationship Banker in a Chase Branch, you will represent Chase’s brand and culture by delivering welcoming, attentive service and using banking solutions and financial technology to help clients address their financial needs. You will assist walk-in and scheduled clients, build lasting relationships, make thoughtful product and service recommendations, and contribute to the branch’s 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 criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years will disqualify a candidate. Continued employment is contingent on compliance with applicable requirements, including SAFE Act NMLS registration after starting, annual renewal, and timely updates.

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 internal and external risk and compliance obligations, including required training.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and some evenings.
  • Must satisfy Dodd Frank/Truth in Lending Act Loan Originator qualification requirements.
  • Must register on or update NMLS registration as required under the SAFE Act; continued employment is contingent on compliance.

Nice To Haves

  • At least 1 year of sales experience in Retail, Financial Services, or another related industry, with proven success establishing new clients, deepening relationships, and delivering results.
  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

  • Deliver attentive, friendly service and create a welcoming environment for clients.
  • Communicate 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, 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 to consult with clients about banking solutions.
  • Collaborate with and connect clients to team experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Meet risk and compliance obligations, including completing required training.
  • Register with or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete timely annual renewals and updates.
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