Relationship Banker - Gulf Pines Market - Lake Charles, LA
On-site · Lake Charles, Louisiana, United States
Job Summary
Relationship Banker at Chase in Lake Charles, LA, focusing on acquiring, managing, and retaining client relationships with tailored banking solutions. Responsibilities include delivering attentive service, understanding clients' financial needs, guiding product and service recommendations, educating clients on technology tools (Chase Mobile App, Chase.com, ATMs), and collaborating with a team of experts while meeting regulatory requirements. The role requires high-quality client interactions, effective communication, and the ability to operate within risk and compliance parameters, with weekend/evening hours and licensing steps as part of the process.
Required Qualifications
- 1+ year of sales experience in Retail Banking or Financial Services
- High school degree, GED, or foreign equivalent
- Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses (minimum requirements)
- NMLS registration / SAFE Act requirements
- Ability to work branch hours including weekends and some evenings
- Licensing program within 180 days of hire for unlicensed applicants
- Must comply with Truth in Lending Act / Dodd-Frank loan originator requirements
Additional Requirements
- Requires licensing and registration per NMLS / SAFE Act
- Criminal conviction history may impact employment (as part of regulatory requirements)
- Any felony conviction within the last seven years may disqualify candidate
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