Relationship Banker- Upper Montclair, NJ - NJ Passaic Essex Market
On-site · Upper Montclair, New Jersey, United States
Job Summary
Relationship Banker at a Chase Branch in Upper Montclair, NJ, responsible for acquiring, managing, and retaining client relationships using financial knowledge and technology solutions. Responsibilities include delivering attentive service, meeting with clients in person and by phone, tailoring product and service recommendations, educating clients on Chase technology (Chase Mobile App, Chase.com, ATMs), learning products and procedures to consult on banking solutions, and collaborating with a team of experts while adhering to policies and regulatory requirements. Required qualifications include 1+ year of sales in Retail Banking or related fields, excellent client-facing communication, ability to resolve client issues with attention to detail, and compliance training. Licensing requirements include SIE, FINRA Series 6, state registration (including 63 if required), and Life licenses with licensing support provided within 180 days; ability to work weekends/evenings. Preferred qualifications include a college degree or military equivalent and experience with banking policies, Truth in Lending Act/Dodd-Frank loan originator requirements, and NMLS registration; role contingent on successful regulatory checks.
Required Qualifications
- 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results
- High school degree, GED, or foreign equivalent
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements
- All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire
- Ability to work branch hours including weekends and some evenings
- Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators; NMLS registration upon active employment; compliance with SAFE Act requirements
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