Relationship Banker - New Jersey Union Essex Market

JPMorganChase • Westfield, NJ

6d

About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture through welcoming, attentive service and the use of current banking solutions and financial technology. You acquire, manage, and retain client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success.

You meet assigned clients in person and by phone, learn about their financial needs, connect them with appropriate products, services, technology, and specialist support, and help create a consistent, memorable client experience. The role also requires following banking policies, procedures, risk parameters, and regulatory requirements. The position is subject to loan-originator qualification requirements under the Dodd-Frank/Truth in Lending Act and requires NMLS registration under the SAFE Act.

Requirements

• At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing clients, deepening relationships, and delivering results.
• Ability to create memorable client experiences.
• Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to differing client needs.
• Ability to resolve client issues effectively and quickly, 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.
• Meet Dodd-Frank/Truth in Lending Act loan-originator qualification requirements and comply with SAFE Act requirements, including NMLS registration after starting and timely annual renewals and updates.

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 relevant products and services.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them with digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures and consult with clients about suitable banking solutions.
• Collaborate with and connect clients to team experts for specialized financial needs.
• Follow applicable policies, procedures, risk parameters, and regulatory banking requirements.
• Complete required training and meet internal and external risk and compliance obligations.
• Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
• Register with or update registration in the NMLS as required, and complete required renewals and updates.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED