Relationship Banker - West Freehold Branch - New Jersey Monmouth County Market
About The Position
As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients meet their financial needs. You will acquire, manage, and retain client relationships, offering tailored solutions and connecting clients with specialists when needed. The role requires compliance with banking policies, procedures, and regulatory requirements, and the ability to work branch hours, including weekends and some evenings. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent on meeting applicable background and registration requirements, including completing registration promptly after starting and maintaining it thereafter.
Requirements
- At least 1 year of sales experience in Retail Banking, Financial Services, or another related industry, with success establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable client experiences and elevate the client experience.
- Excellent in-person and phone 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. Unlicensed applicants must obtain required licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
- Ability to work branch hours, including weekends and some evenings.
- Meet applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act/NMLS registration requirements.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment for clients.
- 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 products, services, and procedures and consult with clients about banking solutions.
- Collaborate with and connect clients to team members who can address specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Complete required risk and compliance training and meet applicable obligations.
- Register on or update the National Mortgage Licensing System and Registry (NMLS) as required, and comply with applicable SAFE Act requirements.
Benefits
- Competitive total rewards package with base salary determined by role, experience, skill set, and location.
- Commission-based pay and/or discretionary incentive compensation for eligible roles, 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
Mid Level
Education Level
High school or GED
