Associate Relationship Banker - Fitchburg Branch - Fitchburg, WI

JPMorgan Chase & Co.•Fitchburg, WI
•Onsite

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 the branch, understand their financial needs, and recommend appropriate products and services. You also connect clients with digital banking tools and specialized colleagues, contributing to the success of the branch. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment and continued employment are contingent on meeting applicable qualification, registration, renewal, and update requirements. The role also requires working branch hours, including weekends and some evenings.

Requirements

  • High school degree, GED, or foreign equivalent.
  • 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 within established risk parameters and meet internal and external risk and compliance obligations, including required training.
  • Ability to work branch hours, including weekends and some evenings.
  • Must satisfy applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements; continued employment is contingent on compliance.

Nice To Haves

  • At least one 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

  • Provide attentive, friendly service and create a welcoming environment for clients.
  • Communicate clearly and politely in a consultative manner; ask questions and listen to understand and anticipate client needs.
  • Assist walk-in and scheduled clients in person and over the phone, building relationships, understanding financial needs, and tailoring product and service recommendations.
  • Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Quickly and accurately learn products, services, and procedures 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.
  • Meet risk and compliance obligations, including completing required training.
  • Register or update NMLS registration as required after employment begins, and complete annual renewals and required updates.
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