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, learn about their financial needs, and recommend relevant products and services. You also help clients use Chase digital and ATM solutions, connect them with specialists for more complex needs, and contribute to branch success while following banking policies 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. A felony conviction within the last seven years disqualifies candidates from consideration. Employment also requires NMLS registration under the SAFE Act, including registration or an update after starting, annual renewal, and required updates thereafter. Continued employment depends on compliance with these requirements.

Requirements

  • High school degree, GED, or foreign equivalent.
  • 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.
  • Ability to work branch hours, including weekends and some evenings.
  • Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements.
  • A felony conviction within the last seven years disqualifies candidates from consideration.

Nice To Haves

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

Responsibilities

  • Deliver attentive, friendly service and create a welcoming environment for clients.
  • Communicate clearly, politely, and consultatively; ask questions and listen to understand clients’ needs and build trust.
  • 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.
  • Follow policies, procedures, and regulatory banking requirements.
  • Meet risk and compliance obligations, including completion of required training.
  • Register with or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete required annual renewals and updates.
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