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 support clients. You assist clients who visit or schedule appointments at the branch, understand their financial needs, recommend appropriate products and services, and connect them with experts for specialized needs. The role requires following banking policies, procedures, and regulatory requirements. The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment depends on meeting those 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 meet risk and compliance obligations and complete 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; employment offer is contingent on the employer's review of relevant background and financial information.
  • NMLS registration under the SAFE Act is required, with successful registration immediately after starting employment and timely annual renewals and updates thereafter.

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

  • Deliver attentive, friendly service and create a welcoming environment for clients.
  • Communicate 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, build relationships, understand financial needs, and tailor product and service recommendations.
  • Educate clients about and connect them to Chase technology, 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.
  • Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
  • Register with or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete annual renewal and updates.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service