Associate Relationship Banker, Ross Park Branch, Pittsburgh, PA
About The Position
At Chase, Associate Relationship Bankers create welcoming and memorable experiences for clients and employees while building lasting relationships through attentive service, integrity, and inclusion. In a Chase branch, the Associate Relationship Banker represents the Chase brand and culture, assists clients who visit the branch, and uses banking knowledge and financial technology to understand clients’ needs and recommend thoughtful solutions. The role serves walk-in and scheduled clients in person and by phone, helps clients use digital banking tools, learns banking products and procedures, and connects clients with specialists for more complex financial needs. The position requires adherence to banking policies, procedures, risk parameters, and regulatory requirements. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of relevant background and financial information. It also requires NMLS registration under the SAFE Act of 2008 and continued compliance with registration, renewal, and update 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 risk and compliance obligations, including 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 and SAFE Act NMLS registration 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
- Create a welcoming environment and deliver attentive, friendly service that exceeds client expectations.
- Communicate politely and consultatively; ask questions and listen to understand and anticipate clients’ 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.
- 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 or update NMLS registration as necessary after starting employment and complete required annual renewals and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
