Relationship Banker - Goshen, NY
On-site · Goshen, New York, United States
Job Summary
Relationship Banker at a Chase Branch in Goshen, NY responsible for acquiring, managing, and retaining meaningful client relationships using financial knowledge to offer thoughtful solutions. Deliver attentive, friendly service to create a welcoming environment; engage clients in person and over the phone; educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs); learn products and procedures quickly to consult on banking solutions; collaborate with a team of experts to address specialized financial needs; adhere to policies, procedures, and regulatory requirements.
Required Qualifications
- High school degree, GED, or foreign equivalent.
- 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.
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