Relationship Banker - Hilltop - Saint Joseph, MI
On-site · Saint Joseph, Michigan, United States
Job Summary
Relationship Banker role at Chase in Saint Joseph, MI, focused on acquiring, managing, and retaining client relationships with a service-oriented approach. Responsibilities include meeting with clients in person and by phone to understand financial needs, tailoring product and service recommendations, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs), and collaborating with specialists to address complex financial needs while adhering to banking policies and regulatory requirements. Requires 1+ year of sales experience in retail banking or related industries, strong communication skills, and the ability to deliver an attentive client experience. Education requirement is a high school diploma or equivalent; SIE, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum qualifications, with licensing obligations within 180 days of hire, and NMLS/SAFE Act considerations for mortgage-related responsibilities.
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 JPMorganChase’s licensing program within 180 days of hire, study materials and support provided.
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