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, learn about their financial needs, and recommend relevant products and services. You also help clients use Chase digital and self-service tools and connect them with specialists when they have more complex needs. The position requires compliance with banking policies, procedures, and regulatory requirements, including applicable loan-originator registration requirements under the SAFE Act and Dodd Frank/Truth in Lending Act.

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 work branch hours, including weekends and some evenings.
  • High school degree, GED, or foreign equivalent.
  • Meet Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including the firm's review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • Comply with SAFE Act requirements, including successful NMLS registration immediately after the start date and timely annual renewals and required updates.

Nice To Haves

  • At least 1 year of sales experience in Retail, Financial Services, or another 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

  • Provide 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 to 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 banking products, services, and procedures quickly and accurately to consult with clients.
  • Collaborate with and connect clients to team experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Operate within established risk parameters and meet risk and compliance obligations, including completing required training.
  • Register on or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete annual renewals and updates.
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