Associate Relationship Banker - Bay McCarty - Saginaw, MI

JPMorgan Chase & Co.•Saginaw Charter Township, MI
•Onsite

About The Position

At Chase, Associate Relationship Bankers create welcoming and memorable experiences for clients by building lasting relationships, exceeding expectations, and embracing diversity and inclusion. In a Chase branch, the banker represents the brand and culture with attentive service and modern banking technology. The role assists walk-in and scheduled clients, identifies their financial needs, recommends relevant products and services, and connects them with solutions and experts to help them manage their finances. The position requires adherence to banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including a review of relevant background and financial information. The role also requires NMLS registration under the SAFE Act, with continued employment contingent on compliance and timely registration updates and renewals.

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.
  • Compliance with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements.
  • NMLS registration under the SAFE Act of 2008, including required registration or updates after starting and timely annual renewal and updates.

Nice To Haves

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

Responsibilities

  • Put clients first and deliver attentive, friendly service that creates a welcoming environment.
  • Communicate clearly, politely, and consultatively; ask questions and listen 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 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.
  • Adhere to policies, procedures, and regulatory banking requirements.
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