Relationship Banker- Upper Montclair Branch - New Jersey Passaic Essex Market
About The Position
As a Relationship Banker in a Chase branch, you represent the company’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients. You lead efforts to acquire, manage, and retain client relationships, draw on financial knowledge to recommend thoughtful solutions, and contribute to branch success. You meet with assigned clients in person and by phone, learn their financial needs, and connect them with relevant products, services, digital tools, or specialized experts. The role requires compliance with banking policies, procedures, and regulatory requirements, and availability to work branch hours, including weekends and some evenings. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of relevant background and financial information. NMLS registration under the SAFE Act is also required, with successful registration after starting and ongoing renewal and updates as applicable. Unlicensed applicants must obtain the specified securities and insurance licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing new 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 and provide a consistent client experience.
- 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, applicable state registration (including Series 63 if required), and Life licenses; 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.
- Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; an employment offer is contingent on JPMC’s review of relevant information, and any felony conviction within the last seven years disqualifies an applicant.
- NMLS registration under the SAFE Act, with successful registration immediately after the start date and compliance with annual renewal and update requirements.
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 puts clients first.
- 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 solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures quickly and accurately; consult with clients and connect them to experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Meet risk and compliance obligations, including completing required training.
- Work branch hours, including weekends and some evenings.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) as required, and complete timely renewals and updates.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Commission-based pay and/or discretionary incentive compensation for eligible roles, potentially paid as 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
