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 address their financial needs. You assist walk-in and scheduled clients, build lasting relationships, recommend relevant products and services, and connect clients with specialists when needed. The role requires following banking policies, procedures, and regulatory requirements, and working branch hours that include weekends and some evenings. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent on meeting applicable financial responsibility, character, fitness, registration, and ongoing compliance requirements.

Requirements

  • High school degree, GED, or foreign equivalent.
  • 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 operate within established risk parameters and meet internal and external risk and compliance obligations.
  • Ability to work branch hours, including weekends and some evenings.
  • Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and comply with SAFE Act/NMLS registration requirements.

Nice To Haves

  • At least 1 year of sales experience in Retail, Financial Services, or another 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 that exceeds client expectations.
  • 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 lasting relationships, and tailor product and service recommendations to their financial needs.
  • 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 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 registration in NMLS upon active employment and complete required annual renewals and updates.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service