Associate Relationship Banker - Bedford I St - Bedford, IN
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 using banking solutions and financial technology to assist clients. You help walk-in and scheduled clients understand their financial needs, recommend suitable products and services, and connect them with specialized experts as needed. You are expected to learn products, services, and procedures, and comply 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 review of relevant background and financial information and meeting applicable requirements. The role also requires NMLS registration under the SAFE Act of 2008, with continued employment contingent on successful registration and timely 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.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) as required under the SAFE Act, and complete annual renewals and required updates.
Nice To Haves
- At least 1 year of sales experience in Retail, Financial Services, or related industries, 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
- Put clients first by delivering attentive, friendly service and creating a welcoming environment.
- Communicate clearly and politely, ask questions, listen to understand client needs, and build trust.
- Assist walk-in and scheduled clients in person and over the phone, understand their 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 clients on banking solutions.
- Collaborate with and connect clients to team experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
