Relationship Banker - Towne Pointe Center Branch - New Jersey Monmouth County 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 a positive client experience. You take a lead role in acquiring, managing, and retaining client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. You manage assigned clients, meet with them in person and by phone, learn their financial needs, and connect them with suitable products, services, digital tools, and specialists. The role requires following banking policies, procedures, and regulatory requirements. Work includes branch hours, including weekends and some evenings. The role is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment depends on meeting applicable registration, renewal, and compliance requirements. Unlicensed applicants must obtain the required securities and insurance licenses through JPMC’s licensing program within 180 days of hire.
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 completing required training.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses; applicants who are not licensed must obtain the licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the required review of relevant criminal conviction history, credit report, NMLS information, and other relevant information.
- Register with or update registration in the National Mortgage Licensing System and Registry under the SAFE Act immediately after starting, and complete annual renewal and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience following banking policies, procedures, and regulatory requirements.
Responsibilities
- Put clients first by delivering attentive, friendly service and creating a welcoming environment.
- Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend appropriate products and services.
- Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
- Educate clients about and connect them to digital banking tools, 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 team experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
Benefits
- Competitive total rewards package with base salary determined by role, experience, skill set, and location.
- Eligible employees 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
Career Level
Entry Level
Education Level
High school or GED
