Relationship Banker - Monmouth Ocean Market
Listed on 2026-07-10
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Finance & Banking
Financial Sales, Bank Customer Service, Banking & Finance, Retail Banking
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job Responsibilities- Put clients first and exceed their expectations by delivering attentive and friendly service and creating a welcoming environment.
- Manage assigned clients and proactively meet with them in person and over the phone to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust by asking questions and listening.
- Educate and connect clients to technology solutions such as the Chase Mobile App, , and ATMs to help them with their banking needs whenever, wherever, and however they want.
- Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions, and collaborate with experts to address specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with a proven record of establishing new clients and deepening relationships.
- Ability to create memorable experiences for clients and elevate the client experience.
- Excellent communication skills, both in person and over the phone, with a proven ability to tailor product features and benefits to clients with differing needs.
- Ability to quickly and effectively resolve client issues with attention to detail, ensuring a consistent client experience.
- Operate within established risk parameters and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- Completion of the Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses. Unlicensed applicants must obtain these licenses through the JPMorgan Chase licensing program within 180 days of hire.
- Willingness to work branch hours including weekends and some evenings.
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
This position is subject to the Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent upon a review of criminal conviction history, credit report, and NMLS information. Any felony conviction within the last seven years will disqualify you from consideration. Successful completion of the SAFE Act requirements is also required.
BenefitsWe offer a competitive total rewards package including a base salary based on role, experience, and location. Eligible individuals may receive commission‑based pay, discretionary incentive compensation, and benefits such as comprehensive health care coverage, on‑site wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
We recognize that our people are our strength and celebrate diversity and inclusion. We are an equal‑opportunity employer and make reasonable accommodations for applicants and employees. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer / Disability / Veterans
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