Relationship Banker

Job Description

Relationship Banker – Boonton Branch | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in Boonton. At Chase, we are dedicated to creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships through integrity, exceeding expectations, and embracing diversity. As a Relationship Banker, you represent our brand and culture, utilizing the latest banking solutions and cutting-edge financial technology alongside friendly, attentive service. This role is pivotal in acquiring, managing, and retaining meaningful client relationships by offering thoughtful financial solutions to address needs and simplify lives, thereby contributing significantly to the branch’s success.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – Boonton

• Mission: This person builds and retains meaningful client relationships, offering financial solutions to meet their needs and simplify their lives, and contributes to the branch’s success.
• Tech Stack: Chase Mobile App, Chase.com, ATMs

What You’ll Actually Do
• Prioritize Client Relationships: Put clients first by delivering attentive, friendly service and creating a welcoming environment, while proactively managing and meeting with them in person and over the phone to build lasting relationships.
• Tailor Financial Solutions: Understand client financial needs through clear, consultative communication, then tailor product and service recommendations, connecting them to specialized experts when necessary.
• Promote Digital Convenience: Educate clients on and connect them to technology solutions such as the Chase Mobile App, Chase.com, and ATMs, empowering them with flexible banking options.
• Develop Product Expertise: Quickly and accurately learn all banking products, services, and procedures to effectively consult with clients on thoughtful financial solutions.
• Uphold Compliance Standards: Adhere strictly to all company policies, procedures, and regulatory banking requirements to ensure operational integrity.

The Must-Haves
• Background: High school degree, GED, or foreign equivalent, with a foundational understanding of sales principles in a client-facing environment.
• Experience: 1+ year of direct sales experience in Retail Banking, Financial Services, or other related industries, with a demonstrated history of establishing new clients, deepening relationships, and consistently delivering results.
• Skills:
* Exceptional communication skills, both in-person and over the phone, with a proven ability to adapt product and service benefits to diverse client needs.
* Strong ability to quickly and effectively resolve client issues, maintaining attention to detail and providing a consistent client experience.
* Capability to operate within established risk parameters and meet internal/external risk and compliance obligations, including completing all required training.
* Possession of or the ability to obtain within 180 days of hire: Securities Industry Essential (SIE) exam, FINRA Series 6, relevant state registration (including Series 63 if required), and Life licenses.
• Bonus: A college degree or military equivalent; prior experience successfully adhering to banking policies, procedures, and regulatory requirements.