Jason Mittman
About Jason Mittman
Jason Mittman is a Relationship Banker at Chase, where he has worked since 2021. He has a background in retail management at Costco Wholesale and holds series 6 and 63 licenses, enabling him to sell specific financial products.
Work at Chase
Jason Mittman has been employed at Chase as a Relationship Banker since 2021. In this role, he collaborates with partners such as Mortgage Bankers and Financial Advisors to provide clients with specialized financial expertise. He focuses on serving business customers, ensuring they are matched with the appropriate products that can help them save time and money. His experience in the financial sector allows him to effectively address the needs of his clients.
Previous Experience at Costco Wholesale
Before joining Chase, Jason Mittman held various positions at Costco Wholesale. He worked as a Sales Associate from 2011 to 2018, accumulating seven years of experience in the New York City Metropolitan Area. He then served as a Tire Center Supervisor from 2019 to 2021 for two years and briefly as a Bakery Supervisor in 2018 for three months in the Greater New York City Area. These roles contributed to his customer service and operational management skills.
Education and Expertise
Jason Mittman holds a Bachelor of Science in National Security Studies from New Jersey City University, which he completed from 2015 to 2017. He also earned an Associate of Science in Criminal Justice from Brookdale Community College in 2014. Additionally, he studied at Georgian Court University, where he achieved a Business Essentials Certification as part of a Pre-MBA program in 2019. His educational background supports his expertise in financial services.
Licensing and Compliance Responsibilities
Jason Mittman holds Series 6 and 63 licenses, which are essential for selling specific financial products. In his current role at Chase, he is responsible for ensuring compliance with Know Your Customer (KYC) policies, particularly for business accounts. This responsibility underscores his commitment to maintaining regulatory standards and protecting client interests.
Internship Experience
In 2016, Jason Mittman completed a three-month internship with the New Jersey State Police in Ewing, NJ. This experience provided him with insights into law enforcement and public safety, further diversifying his professional background and enhancing his understanding of security-related issues.