About The Position

At Chase, Associate Relationship Bankers help create memorable experiences for clients by making them feel welcomed, valued, and understood. They represent the brand and culture in a Chase branch, combining hospitality and attentive service with banking solutions and financial technology. The role assists walk-in and scheduled clients, understands their financial needs, offers appropriate product and service recommendations, and contributes to branch success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC’s review of relevant background and financial information. The role also requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act, including successful registration or update after starting and 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 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.
  • Ability to work branch hours, including weekends and some evenings.
  • Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements.
  • Register with or update registration in NMLS under the SAFE Act after starting employment, and complete annual renewals and required updates.

Nice To Haves

  • At least 1 year of sales experience in retail, financial services, or another 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 exceed expectations by delivering attentive, friendly service and creating 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 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.
  • Adhere to policies, procedures, and regulatory banking requirements.
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