Relationship Banker - Gulf Pines Market - Beaumont, TX
On-site · Beaumont, Texas, United States
Job Summary
Relationship Banker at a Chase branch in Beaumont, TX, responsible for acquiring, managing, and retaining client relationships using financial knowledge to tailor product and service recommendations. Provide attentive service, educate clients on technology solutions like Chase Mobile App and Chase.com, and advocate for digital banking tools. Learn products quickly, collaborate with specialists for complex needs, and adhere to banking policies, procedures, and regulatory requirements. Requires strong communication skills and 1+ year of sales experience in retail banking or related fields, with a high school diploma or GED; SIE exam, FINRA Series 6, state registration and Life licenses are minimum requirements, with licensing through Chase’s program within 180 days. Role may require weekend/evening hours and may involve regulatory qualification processes including NMLS/SAFE Act obligations for loan origination.
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
- Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain licenses through JPMorganChase licensing program within 180 days of hire
- Ability to work branch hours including weekends and some evenings
- NMLS registration and SAFE Act requirements for Loan Originators (contingent on employment)
- Strong knowledge of banking products, services, and regulatory requirements
- Adept at meeting regulatory and risk parameters and completing required trainings
- Willingness to obtain additional licenses and certifications as required
Additional Requirements
- Willingness to work weekends and some evenings
- Criminal conviction history, credit report checks, and NMLS information may be reviewed for licensing compliance
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