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 support clients. You assist clients who visit or schedule appointments at the branch, learn about their financial needs, recommend relevant products and services, and help connect them with specialized expertise. You also educate clients about digital banking options and follow applicable policies, procedures, and regulatory requirements. The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorgan Chase’s review of relevant background and financial information. The role also requires NMLS registration under the SAFE Act, with continued employment contingent on 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 comply with established risk parameters and 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, including the stated background and financial review.
  • Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act, and comply with required renewals 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

  • Provide attentive, friendly service and create a welcoming environment for clients.
  • Communicate clearly and consultatively, asking questions and listening to understand clients’ needs and build trust.
  • Assist walk-in and scheduled clients in person and over the phone, build relationships, and tailor product and service recommendations to their financial needs.
  • Educate clients about Chase technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them with experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
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