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JPMorgan Chase2 months ago

Relationship Banker - Long Beach, NY

On-site · Long Beach, New York, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking

Job Summary

Relationship Banker at Chase in Long Beach, NY, focuses on acquiring, managing, and retaining client relationships with proactive, consultative service. Responsibilities include delivering attentive service, understanding clients’ financial needs, tailoring product recommendations, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs), and collaborating with specialists to address complex financial needs while complying with banking policies and regulatory requirements. Key skills include excellent communication, ability to build trust, problem resolution, and capacity to operate within risk parameters; required licenses and exams include SIE, FINRA Series 6, state registrations (including 63 if required), and Life licenses, with NMLS registration required after hire.

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
  • NMLS registration is required to be completed after employment and is contingent upon compliance with SAFE Act requirements
  • Ability to work branch hours including weekends and some evenings

Desired Qualifications

  • College degree or military equivalent.
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JPMorgan Chase

Relationship Banker - Long Beach, NY

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