Relationship Banker - Brooklyn Trust - Brooklyn, NY
On-site · Brooklyn, New York, United States
Job Summary
Relationship Banker in Brooklyn, NY at Chase Branch focused on acquiring, managing, and retaining client relationships using financial knowledge to offer thoughtful solutions. Responsibilities include delivering attentive service, meeting with clients in person and by phone, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs), learning products and procedures, and ensuring compliance with banking policies and regulatory requirements. Requires 1+ year of sales experience, excellent communication, ability to resolve client issues, and willingness to work branch hours including weekends/evenings. Education: high school degree or equivalent; licenses (SIE, FINRA Series 6, state registrations, and Life licenses) or eligibility to obtain them within 180 days. Preferred: college degree or military equivalent and familiarity with banking policies and regulatory requirements, including Dodd-Frank/Truth in Lending Act and NMLS registration.
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, study materials and support provided.
- Ability to work branch hours including weekends and some evenings
- Note: any additional licensing/regulatory requirements related to loan origination as applicable to the role (Dodd-Frank/Truth in Lending Act qualification requirements, NMLS registration)
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