Relationship Banker - Northvale Branch - New Jersey Paramus Market
About The Position
As a 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 create memorable client experiences. You lead efforts to acquire, manage, and retain meaningful client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. You manage assigned clients and meet with them in person and by phone to understand their financial needs and recommend suitable products and services. You also introduce clients to digital banking tools, learn and explain banking products and procedures, connect clients with experts for specialized needs, and comply with banking policies and regulatory requirements. The role requires working branch hours, including weekends and some evenings, and meeting applicable licensing and NMLS registration requirements.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success acquiring clients, deepening relationships, and delivering results.
- 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 required training.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Must satisfy applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements; continued employment depends on compliance.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Provide attentive, friendly service and create a welcoming environment that exceeds client expectations.
- Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and tailor recommendations.
- Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
- Educate and connect clients to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to consult with clients and connect them with experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Meet applicable licensing requirements and complete required NMLS registration or updates.
Benefits
- Competitive total rewards package, including base salary.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
