Relationship Banker - Cumberland and 116th Branch - Fishers, IN
On-site · Fishers, Indiana, United States
Job Summary
Relationship Banker role at Chase's Cumberland and 116th Branch focuses on acquiring, managing, and retaining client relationships with a consultative approach. Responsibilities include delivering attentive service, meeting with clients in person and by phone, tailoring product and service recommendations, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs), quickly learning products and procedures, and collaborating with a team of experts to address financial needs while adhering to policies and regulatory requirements. Required qualifications include 1+ year of sales experience in Retail Banking or Financial Services, high school degree or GED, ability to create memorable client experiences, strong communication skills, attention to risk and compliance, and licensing requirements (SIE, Series 6, state licenses) with a plan to obtain licenses through JPMorganChase’s licensing program within 180 days of hire. Preferred qualifications include college degree or military equivalent and familiarity with banking policies and regulatory requirements, plus familiarity with Dodd-Frank/Truth in Lending Act and NMLS/Safe Act processes.
Required Qualifications
- High school degree, GED, or foreign equivalent
- Securities Industry Essentials (SIE) exam
- FINRA Series 6
- state registration (including 63 if required)
- Life licenses
- NMLS registration required within 180 days of hire
- Ability to work branch hours including weekends and some evenings
- Experience: 1+ year of sales in Retail Banking/Financial Services with proven success
- Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators
- Education related to licensing and regulatory requirements
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