Associate Relationship Banker - Bay McCarty - Saginaw, MI

JPMorganChase•Saginaw, MI
•Onsite

About The Position

As an Associate Relationship Banker in a Chase branch, you represent the brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients. You assist walk-in and scheduled clients in person and by phone, understand their financial needs, recommend relevant products and services, and connect them with specialists when needed. The role also involves helping clients use Chase digital and ATM services and complying with banking policies, procedures, and regulatory requirements. The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMorgan Chase’s review of relevant background and financial information, and continued employment requires compliance with applicable requirements. NMLS registration under the SAFE Act is also required, including registration or an update 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.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and some evenings.
  • Compliance with Dodd-Frank/Truth in Lending Act Loan Originator requirements and SAFE Act NMLS registration requirements is required for continued employment.

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

  • Deliver 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 clients’ needs.
  • Assist walk-in and scheduled clients in person and over the phone to 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 advise clients about banking solutions.
  • Collaborate with and connect clients to team members who can help with 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.
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