Relationship Banker - New Jersey Bergen East 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 acquire, manage, and retain client relationships, understand financial needs, and recommend tailored products and services. You also connect clients with digital banking tools and colleagues who can assist with specialized financial needs, while complying with banking policies, procedures, and regulatory requirements. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment and continued employment are contingent on meeting the applicable qualification, registration, renewal, and compliance requirements. Unlicensed applicants must obtain the stated 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 establishing new 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 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.
- High school diploma, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, 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.
- Register with or update registration in the NMLS under the SAFE Act after starting employment, and complete required 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 that exceeds client expectations.
- Manage assigned clients and meet with them in person and by phone to build relationships, understand their financial needs, and tailor product and service recommendations.
- Communicate clearly and consultatively, asking questions and listening to understand and anticipate clients’ needs.
- Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures, consult with clients about solutions, and connect them with colleagues for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Meet risk and compliance obligations, including completing required training.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
