Associate Relationship Banker - Fitchburg Branch - Fitchburg, WI

JPMorganChase • Fitchburg, WI

1d • Onsite

About The Position

As an Associate Relationship Banker in a Chase Branch, you represent Chase’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients with their financial needs. You assist clients who visit the branch or have scheduled appointments, build lasting relationships, and contribute to the success of the branch. The position requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act 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 these requirements, including successful registration after starting and timely annual renewals and updates.

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 satisfy Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Any felony conviction within the last seven years disqualifies applicants from consideration.
• Must register with or update NMLS registration under the SAFE Act; continued employment is contingent on compliance, including successful registration immediately after the start date and timely annual renewal and required updates.

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

• Provide attentive, friendly service and create a welcoming environment for clients.
• Communicate politely and consultatively, asking questions and listening to understand and anticipate client needs.
• Assist walk-in and scheduled clients in person and over the phone to understand their financial needs, build relationships, and recommend suitable products and services.
• Educate clients about and connect them with 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 team experts for specialized financial needs.
• Follow 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 NMLS registration as required under the SAFE Act, and complete required annual renewals and updates.

What This Job Offers

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