Associate Relationship Banker - Capitola Branch - Capitola, CA
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 help clients address their financial needs. You assist clients who visit the branch, build lasting relationships, and contribute to branch success by recommending relevant products and services and connecting clients with specialized support. The role requires learning banking products, services, and procedures and complying with applicable policies, procedures, and regulatory requirements. It is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators, NMLS registration under the SAFE Act, and Section 19 of the Federal Deposit Insurance Act. Employment and continued employment are contingent on the applicable reviews, registration, and compliance requirements described in the posting. JPMorganChase offers a competitive total rewards package, with base salary based on role, experience, skills, and location. Eligible roles may receive commission-based pay or discretionary incentive compensation. Benefits and programs are based on eligibility and include health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching. Additional details are provided during hiring.
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 create memorable client experiences and elevate the client experience.
- 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.
- Ability to work branch hours, including weekends and some evenings.
- Comply with applicable Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including the stated financial responsibility, character, and fitness review.
- Register with or update the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting employment, and complete annual renewals and required updates.
- Meet applicable Section 19 of the Federal Deposit Insurance Act requirements.
Nice To Haves
- At least 1 year of sales experience in retail, financial services, or a related industry, with 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 provide 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 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.
- Quickly and accurately learn products, services, and procedures to consult with clients about banking solutions and connect them with specialized team members when needed.
- Follow policies, procedures, and regulatory banking requirements.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
- Commission-based pay and/or discretionary incentive compensation for eligible roles
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
