About The Position

As an Associate Relationship Banker in a Chase branch, you represent the company’s brand and culture by welcoming clients and providing attentive, hospitable service. You use banking knowledge and financial technology to understand clients’ needs, recommend suitable products and services, and help make banking easier. You serve walk-in and scheduled clients in person and by phone, connect them with digital banking tools and specialized colleagues when appropriate, and follow applicable policies and regulatory requirements. The position requires working branch hours, including weekends and some evenings. It is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act.

Requirements

  • High school degree, GED, or foreign equivalent.
  • 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 work within established risk parameters and meet internal and external risk and compliance obligations.
  • Ability to work branch hours, including weekends and some evenings.
  • Satisfy Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and comply with SAFE Act NMLS registration requirements.
  • Haitian Creole or Spanish is preferred, as indicated in the job title.

Nice To Haves

  • At least one year of sales experience in retail, financial services, or a related industry, with a record of acquiring clients, deepening relationships, and delivering results.
  • College degree or military equivalent.
  • Experience following banking policies, procedures, and regulatory requirements.

Responsibilities

  • Welcome clients and provide friendly, attentive service that creates a positive branch experience.
  • Communicate politely and consultatively, asking questions and listening to understand and anticipate client needs.
  • Assist walk-in and scheduled clients in person and by phone, build relationships, understand financial needs, and tailor product and service recommendations.
  • Educate clients about and connect them to digital banking options, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them to specialists for more complex financial needs.
  • Follow company policies, procedures, and regulatory banking requirements.
  • Meet risk and compliance obligations, including completing required training.
  • Complete required NMLS registration or update an existing registration after starting employment, and meet renewal and update requirements.

Benefits

  • Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
  • Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
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