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 help clients address their financial needs. You assist walk-in and scheduled clients in person and over the phone, build lasting relationships, and recommend products and services suited to their needs. You also connect clients with digital banking tools and colleagues who can assist with specialized financial needs, while following banking policies and regulatory requirements. The 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 background and financial information. The role also requires NMLS registration or updating an existing registration under the SAFE Act, with continued employment contingent on compliance and timely renewals and updates.

Requirements

  • High school degree, GED, or foreign equivalent.
  • Excellent communication skills in person and over the phone, including the ability to tailor product and service features and benefits to clients with differing needs.
  • Ability to quickly and effectively resolve client issues with attention to detail.
  • Ability to create memorable client experiences and elevate the client experience.
  • Ability to operate within established risk parameters and meet risk and compliance obligations, including required training.
  • Ability to work branch hours, including weekends and some evenings.
  • Meet Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators; employment is contingent on the stated review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • Comply with SAFE Act requirements, including NMLS registration immediately after starting and timely annual renewal and required updates.

Nice To Haves

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

  • Provide attentive, friendly service and create a welcoming environment for clients.
  • 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 with clients about banking solutions.
  • Collaborate with and connect clients to team members who can help with 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 required training.
  • Register with or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete required renewals and updates.
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