Relationship Banker - New Jersey Princeton Market
About The Position
As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by delivering welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, applying financial knowledge to recommend solutions that address clients’ needs and contribute to branch success. You proactively meet with assigned clients in person and by phone, build trust through consultative communication, and help clients use digital banking tools. You learn banking products, services, and procedures and connect clients with specialists when needed. The role requires adherence to banking policies, procedures, risk parameters, and regulatory requirements. It 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 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 consistent service.
- Ability to operate within established risk parameters and meet risk, compliance, and training obligations.
- 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 are minimum requirements; unlicensed applicants must obtain licenses through JPMC’s program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Compliance with Dodd Frank/Truth in Lending Act loan originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
- NMLS registration under the SAFE Act, including successful registration immediately after the start date and timely annual renewal 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 that exceeds client expectations.
- Manage assigned clients and meet with them proactively in person and by phone to build relationships, understand financial needs, and recommend appropriate products and services.
- Communicate clearly and politely in a consultative manner; ask questions, listen, anticipate client needs, and build trust.
- Educate clients about and connect them 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.
- Work within established risk parameters and meet internal and external risk and compliance obligations, including required training.
- Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register with or update registration in NMLS under the SAFE Act upon active employment, and complete annual renewals and required updates.
Benefits
- Competitive total rewards package with base salary determined by role, experience, skill set, and location.
- 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
Career Level
Mid Level
Education Level
High school or GED
