About The Position

At Chase, Associate Relationship Bankers create memorable experiences for clients and employees by making them feel welcomed, valued, and understood. They build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. In a Chase branch, the Associate Relationship Banker represents the brand and culture through attentive hospitality, banking solutions, and financial technology. The role welcomes and assists clients, uses financial knowledge to suggest thoughtful solutions for their needs, and contributes to the success of the branch. The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act.

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.
  • 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; the employment offer is contingent on review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • Register with or update NMLS registration upon active employment and comply with SAFE Act registration, renewal, and update requirements.

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 puts clients first.
  • Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
  • Assist walk-in and scheduled clients in person and over the 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 with clients about banking solutions.
  • Collaborate with and connect clients to team experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Complete required training and meet internal and external risk and compliance obligations.
  • Register with or update registration in the National Mortgage Licensing System and Registry (NMLS), and complete required renewals and updates.
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