Relationship Banker - Fresh Meadows, NY
On-site · Fresh Meadows, New York, United States
Job Summary
Relationship Banker role at Chase in Fresh Meadows, NY focuses on building and managing client relationships, providing consultative financial guidance, and connecting clients with technology-enabled banking solutions. Responsibilities include delivering attentive, welcoming service; meeting with clients in person and by phone to understand financial needs; recommending products and services; educating clients on technology tools (Chase Mobile App, Chase.com, ATMs); learning products and procedures to consult effectively; and adhering to banking policies and regulatory requirements. Required skills include 1+ year sales experience in financial services, excellent communication, ability to resolve client issues with attention to detail, and the ability to work weekends and some evenings. Education options vary with a high school degree or GED required; professional licenses and registrations (SIE, Series 6, state licenses, NMLS) are part of the role, with a 180-day licensing window for unlicensed hires.
Required Qualifications
- 1+ year of sales experience in Retail Banking, Financial Services, or other 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
- College degree or military equivalent (preferred)
- Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and ongoing NMLS registration requirements may apply
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.