Relationship Banker - Medford
On-site · Medford, Massachusetts, United States
Medford, Massachusetts, 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 focuses on acquiring, managing, and retaining client relationships using financial knowledge to tailor banking solutions and educate clients on technology tools like the Chase Mobile App and Chase.com. Responsibilities include delivering attentive service, maintaining regulatory compliance, proactively meeting with clients in person and by phone, understanding financial needs, and connecting clients with experts to address complex financial needs.
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
- 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 JPMC’s licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings
- Note: Compliance with Truth in Lending Act/Dodd-Frank Loan Originator requirements; NMLS registration as applicable
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.