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 helping clients address their financial needs. You assist walk-in and scheduled clients in person and over the phone, build lasting relationships, and recommend relevant products and services. You also educate clients about digital banking tools and connect them with Chase specialists when they need help with more specialized financial matters. The role requires learning banking products, services, and procedures and complying with applicable policies, procedures, and regulatory requirements. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC's review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years will disqualify candidates. The role also requires NMLS registration under the SAFE Act of 2008, with continued employment contingent on successful registration after the start date and completion of required 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 operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and some evenings.
  • Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; a felony conviction within the last seven years disqualifies candidates.
  • Register with the NMLS under the SAFE Act after starting employment, and complete required annual renewals and 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

  • Deliver attentive, friendly service and create a welcoming environment that exceeds client expectations.
  • Communicate clearly and politely, ask questions, and listen to understand and anticipate client needs.
  • Assist walk-in and scheduled clients in person and over the phone, building relationships and tailoring product and service recommendations to their financial needs.
  • Educate clients about 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.
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