Associate Relationship Banker - North San Jose Market - San Jose, CA
About The Position
As an Associate Relationship Banker in a Chase branch, you will represent the Chase brand and culture by providing welcoming, attentive service and helping clients address their financial needs. You will assist walk-in and scheduled clients, in person and over the phone, build lasting relationships, and recommend suitable products and services. You will also help clients use Chase’s digital and ATM services, learn banking products and procedures, connect clients with specialists when needed, and follow applicable policies, procedures, and regulatory requirements. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires registration under the SAFE Act through the National Mortgage Licensing System and Registry (NMLS). Continued employment is contingent on compliance with applicable registration, renewal, and update requirements. The position is also subject to Section 19 of the Federal Deposit Insurance Act. Employment offers are contingent on the company’s review of relevant background and other required information.
Requirements
- Ability to create memorable client experiences and elevate the client experience.
- Excellent communication skills in person and over the phone, 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.
- Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and comply with applicable NMLS registration requirements under the SAFE Act.
- The position is subject to Section 19 of the Federal Deposit Insurance Act.
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 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 tailor product and service recommendations.
- Educate clients about and connect them to Chase 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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
