Relationship Banker Location Test
On-site · Azle, Texas, United States
Azle, Texas, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking
Job Summary
Relationship Banker at Chase Branch focused on delivering hospitality and building lasting client relationships. Responsibilities include acquiring, managing, and retaining clients; conducting in-person and phone meetings; tailoring product and service recommendations; educating clients on technology such as the Chase Mobile App and Chase.com; coordinating with a team of experts to address financial needs while adhering to banking policies and regulatory requirements.
Required Qualifications
- 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
- All unlicensed applicants must obtain their licenses through JPMorganChase’s licensing program within 180 days of hire
- National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008; ongoing compliance with SAFE Act requirements (including annual renewal)
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