About The Position

As an Associate Relationship Banker in a Chase branch, you represent the Chase 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 in person and over the phone, understand their financial needs, recommend suitable products and services, and connect them with specialized support when needed. You also help clients use digital banking tools, learn banking products and procedures, and comply with policies, procedures, and regulatory requirements. This position requires NMLS registration under the SAFE Act and is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification 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.
  • 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 with or update registration in the NMLS under the SAFE Act after starting, and comply with annual renewal and update requirements.
  • Employment is contingent on JPMorgan Chase’s review of relevant background and NMLS information; any felony conviction within the last seven years disqualifies candidates.

Nice To Haves

  • At least 1 year of sales experience in retail, financial services, or a 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 that exceeds clients’ expectations.
  • Communicate clearly and consultatively, asking questions and listening to understand clients’ needs and build trust.
  • 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 effectively about banking solutions.
  • Collaborate with and connect clients to team experts for specialized financial needs.
  • Adhere to policies, procedures, regulatory banking requirements, and established risk and compliance obligations.
  • Complete required training.
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