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 clients who visit or schedule appointments at the branch, understand their financial needs, and recommend suitable products and services. You also help clients use Chase digital and self-service tools and connect them with specialists when they have more complex financial needs. The role requires following banking policies, procedures, and regulatory requirements.

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, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information.
  • Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration as necessary, and comply with SAFE Act registration, annual renewal, and update requirements.

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

  • Deliver attentive, friendly service and create a welcoming environment for clients.
  • Communicate politely and consultatively, asking questions and listening to understand and anticipate client needs.
  • Assist walk-in and scheduled clients in person and over the phone to build relationships, understand financial needs, and recommend appropriate products and services.
  • Educate clients about and connect them with technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures quickly and accurately to consult with clients.
  • Collaborate with and connect clients to team experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
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