Associate Relationship Banker - Carmel Valley Branch - Carmel, CA

JPMorganChase • Carmel, IN

5d • Onsite

About The Position

At Chase, the Associate Relationship Banker represents the brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients with their financial needs. The role assists clients visiting the branch or contacting it by phone, builds lasting relationships, and contributes to branch success through thoughtful product and service recommendations.

The position 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 registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Continued employment is contingent on compliance with applicable requirements, including successful registration after starting, annual renewal, and required updates. The position is also subject to Section 19 of the Federal Deposit Insurance 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 and provide a consistent client experience.
• 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.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the applicable background and financial responsibility review.
• Register with or update an existing registration in NMLS as required under the SAFE Act, and comply with registration, renewal, and update requirements.
• Meet Section 19 of the Federal Deposit Insurance Act requirements.

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

• Provide attentive, friendly service and create a welcoming environment for clients.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Assist walk-in and scheduled clients in person and by phone, build relationships, understand financial needs, and tailor product and service recommendations.
• Educate clients about and connect them to Chase technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult effectively on banking solutions and connect clients with team experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED