Relationship Banker - Montebello - Montebello, CA
On-site · Montebello, California, United States
Job Summary
Relationship Banker in a Chase Branch focuses on acquiring, managing, and retaining client relationships, delivering personalized financial solutions, educating clients on technology like Chase Mobile App and Chase.com, and ensuring compliance with banking policies. The role involves proactive client meetings (in person and over the phone), tailoring features and benefits to client needs, and collaborating with a team of experts to address complex financial needs while adhering to regulatory requirements.
Required Qualifications
- 1+ year of sales experience in Retail Banking, Financial Services, or other 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: alignment with licensing and regulatory requirements (NMLS, SAFE Act) as described
Desired Qualifications
- 1+ year of sales experience in Retail Banking, Financial Services, or related industries
- Excellent communication skills
- Ability to resolve client issues with attention to detail
- High school degree, GED, or foreign equivalent
- Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses or ability to obtain them within 180 days
- Ability to work branch hours including weekends and some evenings
Additional Requirements
- Felony conviction within the last seven years will disqualify from consideration for this position.
- Criminal conviction history review under Truth in Lending Act/Dodd-Frank requirements as part of employment consideration
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