Associate Relationship Banker - Elkhorn Branch - Elkhorn, WI

JPMorgan Chase & Co.•Elkhorn, WI
•Onsite

About The Position

As an Associate Relationship Banker in a Chase branch, you represent the brand and culture by providing welcoming, attentive service and using banking knowledge and financial technology to help clients address their financial needs. You assist clients who visit the branch, build lasting relationships, and contribute to branch success through thoughtful solutions and product and service recommendations. The role requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act of 2008. Continued employment is contingent on meeting the applicable qualification, registration, renewal, and update requirements.

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 completing required training.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and some evenings.
  • Must meet applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements.
  • Must register or update a registration with NMLS under the SAFE Act after starting employment, and complete required 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 adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

  • Put clients first by delivering attentive, friendly service and creating a welcoming environment.
  • 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, 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 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.
  • Adhere to policies, procedures, and regulatory banking requirements.
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