About The Position

As an Associate Relationship Banker in a Chase branch, you represent the Chase brand and culture by creating welcoming, valued, and memorable experiences for clients. You combine friendly, attentive service and financial knowledge with banking solutions and financial technology to understand clients’ needs and recommend thoughtful ways to address them. You assist walk-in and scheduled clients in person and over the phone, build lasting relationships, and connect clients to appropriate products, services, digital banking tools, and specialized team members. You are expected to learn banking products and procedures, follow applicable policies and regulatory requirements, and work branch hours that include weekends and some evenings. This 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 information, including criminal conviction history, credit report, and NMLS information. The position also requires NMLS registration under the SAFE Act, with continued employment contingent upon compliance and timely registration, renewals, and updates.

Requirements

  • Ability to create memorable client experiences and elevate the client experience.
  • Excellent communication skills in person and over the phone, with 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 required training.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and some evenings.
  • Compliance with applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements.

Nice To Haves

  • At least 1 year of sales experience in Retail, Financial Services, or another 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

  • Deliver attentive, friendly service and create a welcoming environment that puts clients first.
  • Communicate clearly and politely in a consultative manner, 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, 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 appropriate team experts for specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
  • Meet risk and compliance obligations, including completing required training.
  • Register with or update registration in the NMLS as required by the SAFE Act, and complete timely annual renewals and required updates.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service