Relationship Banker - Lake Grove, NY
On-site · Lake Grove, New York, United States
Job Summary
Relationship Banker at Chase in Lake Grove, NY: responsibilities include acquiring, managing, and retaining client relationships; delivering attentive, consultative service; educating clients on technology (Chase Mobile App, Chase.com, ATMs); understanding financial needs and offering tailored banking solutions; ensuring adherence to banking policies and regulatory requirements. Requires deep customer-service orientation, sales experience (1+ year), high school diploma or GED, and necessary licensing (SIE, FINRA Series 6, state registrations, Life licenses) with JPMorganChase licensing program completion within 180 days; ability to work weekends/evenings in a branch setting.
Required Qualifications
- High school degree, GED, or foreign equivalent
- The Securities Industry Essential (SIE) exam
- FINRA Series 6
- state registration (including 63 if required)
- Life licenses are minimum requirements
- All unlicensed applicants must obtain their licenses through JPMorganChase’s licensing program within 180 days of hire
- Ability to work branch hours including weekends and some evenings
- Experience: 1+ year of sales experience in Retail Banking, Financial Services, or related industries
- Note on licensing: NMLS registration and SAFE Act requirements for mortgage-related roles
- Contingent on compliance with Truth in Lending Act/Dodd-Frank Loan Originator requirements
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