Relationship Banker - Munsey Park, Manhasset, NY
On-site · Manhasset, New York, United States
Job Summary
Relationship Banker at Chase Branch in Manhasset, NY. Responsibilities include acquiring, managing, and retaining client relationships; delivering attentive and consultative service; educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs); tailoring product and service recommendations; understanding financial needs and connecting clients to experts; adhering to policies, procedures, and regulatory requirements; and maintaining licensing and regulatory qualifications. Requires 1+ year of sales in Retail Banking/Financial Services, strong communication skills, ability to resolve client issues with attention to detail, and availability for weekend/evening hours. High school degree or GED required; professional licenses and registrations (SIE, FINRA Series 6, state licenses, NMLS) must be obtained per JPMorganChase program timelines.
Required Qualifications
- High school degree, GED, or foreign equivalent
- The Securities Industry Essential (SIE) exam
- FINRA Series 6
- state registration (including 63 if required)
- Life licenses
- NMLS registration under the SAFE Act (pending)
- Ability to work branch hours including weekends and some evenings
Desired Qualifications
- College degree or military equivalent
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