About The Position

At Chase, the Associate Relationship Banker represents the brand and culture by creating welcoming, memorable experiences for clients. In a branch, the banker combines friendly, attentive service, financial knowledge, and banking technology to help clients address their financial needs and contribute to branch success. The role assists both walk-in and scheduled clients in person and by phone, builds lasting relationships, and recommends suitable products and services. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMorgan Chase's review of relevant background and financial information, and continued employment requires compliance with applicable Truth in Lending Act/Dodd Frank and SAFE Act requirements. The role requires NMLS registration or an update to an existing registration, along with timely annual renewal and required updates.

Requirements

  • High school degree, GED, or foreign equivalent.
  • Ability to create memorable client experiences and elevate the client experience.
  • Excellent in-person and phone 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 work branch hours, including weekends and some evenings.
  • Meet applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act/NMLS registration requirements.
  • Employment is contingent on review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies candidates.

Nice To Haves

  • At least one 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

  • Create a welcoming environment by putting clients first and delivering attentive, friendly service.
  • 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 lasting 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 the team of 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.
  • Register on NMLS or update an existing registration as necessary, and meet applicable SAFE Act requirements, including annual renewal and required updates.
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