About The Position

As an Associate Relationship Banker in a Chase branch, you represent Chase’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients. You assist walk-in and scheduled clients, understand their financial needs, and recommend relevant products, services, or technology. You also connect clients with specialized experts when appropriate and contribute to the success of the branch while following banking policies and regulatory requirements. The role requires working branch hours, including weekends and some evenings.

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.
  • 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 Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • No felony conviction within the last seven years.
  • NMLS registration under the SAFE Act of 2008, including successful registration immediately after starting employment and timely annual renewals and updates.

Nice To Haves

  • At least 1 year of sales experience in retail, financial services, or a related industry, with demonstrated 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 and politely, ask questions, listen to understand client needs, and build trust.
  • Assist walk-in and scheduled clients in person and over the phone, understand their 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 quickly and accurately to consult with clients.
  • Collaborate with and connect clients to team members who can help with specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Resolve client issues quickly and effectively while providing a consistent client experience.
  • Meet internal and external risk and compliance obligations, including completing required training.
  • Register on or update the National Mortgage Licensing System and Registry (NMLS) as required, and comply with SAFE Act requirements.
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