About The Position

As an Associate Relationship Banker in a Chase Branch, you represent the brand and culture through welcoming, attentive service and use banking solutions and financial technology to assist clients. You help walk-in and scheduled clients understand their financial needs, recommend relevant products and services, and connect them with specialized support when needed. The role contributes to the success of the branch by building lasting client relationships and helping make banking easier. This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of relevant background and financial information, including criminal conviction history, credit report, and NMLS information. A felony conviction within the last seven years disqualifies an applicant. The position also requires NMLS registration under the SAFE Act of 2008; continued employment depends on successful registration after the start date, annual renewal, and timely updates.

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 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.
  • Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including the stated criminal-history and financial-responsibility review.
  • Register with or update registration in the National Mortgage Licensing System and Registry under the SAFE Act, and complete 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 following banking policies, procedures, and regulatory requirements.

Responsibilities

  • Deliver attentive, friendly service and create a welcoming environment that exceeds client expectations.
  • Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
  • Assist walk-in and scheduled clients in person and over the phone, build lasting relationships, and tailor product and service recommendations to their financial needs.
  • Educate clients about and connect them to digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn banking products, services, and procedures quickly and accurately to advise clients and connect them with experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
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