Associate Relationship Banker, Chase Center, Cleveland, OH
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 address their financial needs. You assist walk-in and scheduled clients, build lasting relationships, and contribute to branch success by offering thoughtful product and service recommendations and connecting clients with specialized support when appropriate. The role requires adherence to banking policies, procedures, and regulatory requirements. It is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting these requirements, including registration after starting and timely annual renewal and updates.
Requirements
- High school degree, GED, or foreign equivalent.
- Ability to create memorable client experiences and elevate the client experience.
- Excellent communication skills in person and over the phone, 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, including completing required training.
- Ability to work branch hours, including weekends and some evenings.
- Must satisfy applicable Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators; the posting states that any felony conviction within the last seven years disqualifies an applicant from consideration.
- Must register or update registration with NMLS under the SAFE Act after starting employment, and complete annual renewal and required updates.
Nice To Haves
- At least 1 year of sales experience in retail, financial services, or a related industry, with 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 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 with clients about banking solutions.
- Collaborate with and connect clients to the team of experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Meet applicable Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and NMLS registration, renewal, and update obligations under the SAFE Act.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
