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 create memorable client experiences. You assist walk-in and scheduled clients, understand their financial needs, recommend relevant products and services, and connect them with specialized support when needed. The role requires compliance with banking policies, procedures, and regulatory requirements, as well as the applicable Dodd Frank/Truth in Lending Act and SAFE Act loan-originator requirements. Continued employment is contingent on meeting those requirements, including NMLS registration or updating an existing registration and completing required annual 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 risk and compliance obligations, including 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, including JPMC review of relevant background and financial information.
  • Comply with SAFE Act requirements, including successful NMLS registration immediately after starting and timely completion of annual renewals and required updates.

Nice To Haves

  • At least 1 year of sales experience in Retail, Financial Services, or a related industry, with proven success establishing new clients, deepening relationships, and delivering results.
  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

  • Create a welcoming environment and deliver attentive, friendly service that puts clients first.
  • Communicate politely and consultatively, asking questions and listening to understand client needs and build trust.
  • 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 technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures quickly and accurately to consult clients about banking solutions.
  • Collaborate with and connect clients to team experts for specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
  • Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
  • Register with or update registration in the National Mortgage Licensing System and Registry (NMLS), and complete required renewals and updates as applicable.
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