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JP Morgan Chase

Runs a consumer bank and an investment bank

Associate Relationship Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSan Jose, CA, USA$25 - $32.69In-person

About the Job

Requirements

  • A high school degree, GED, or foreign equivalent is required.
  • Ability to create memorable experiences for clients and elevate the client experience.
  • Excellent communication skills in person and over the phone, with 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 tolerances and meet internal and external risk and compliance obligations, including completing required training.
  • Ability to work branch hours, including weekends and some evenings.
  • The position requires NMLS registration under the SAFE Act of 2008, either by registering or updating an existing registration upon active employment, with successful registration immediately after the start date and timely annual renewal and updates thereafter.
  • The position is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the past seven years disqualifies candidates.
  • The position is subject to Section 19 of the Federal Deposit Insurance Act, including review of criminal conviction history and pretrial diversions or program entries.

Responsibilities

  • Represent Chase's brand and culture in a branch by welcoming and assisting clients using banking solutions and financial technology alongside friendly service.
  • Put clients first by delivering attentive, friendly service and creating a welcoming environment.
  • Communicate clearly, politely, and consultatively; ask questions and listen to understand clients' needs, anticipate them, and build trust.
  • Assist walk-in and scheduled clients in person and over the phone to build lasting relationships, understand financial needs, and tailor product and service recommendations.
  • Educate and connect clients to technology solutions, including the Chase Mobile App, Chase.com, and ATMs, to support their banking needs.
  • Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions, and collaborate with and connect clients to team experts for specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.

Desired Qualifications

  • At least one year of sales experience in retail, financial services, or a related industry, with success establishing new clients, deepening relationships, and delivering results.
  • A college degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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