Relationship Banker - Lexington Mass Ave, MA
On-site · Lexington, Massachusetts, United States
Job Summary
Relationship Banker at Chase Branch focused on acquiring, managing, and retaining client relationships. Provides attentive, friendly service, engages clients to understand financial needs, tailors product and service recommendations, and educates clients on technology solutions like the Chase Mobile App and Chase.com. Maintains compliance with banking policies and regulatory requirements while collaborating with a team of experts to address complex financial needs. Requires 1+ year of sales experience in banking/financial services and a high school degree or equivalent; licensing requirements (SIE, Series 6, state registrations, Life licenses) must be obtained within 180 days; ability to work weekends/evenings in a branch environment.
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; must obtain licenses within 180 days if unlicensed
- Ability to work branch hours including weekends and some evenings
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