Relationship Banker - North Central San Diego Market - Escondido, CA and Surrounding Areas
On-site · Escondido, California, United States
Job Summary
Relationship Banker role at Chase in North Central San Diego Market (Escondido, CA) focuses on acquiring, managing, and retaining client relationships through consultative financial solutions, utilizing banking products and technology, and delivering exceptional customer service. Responsibilities include meeting with clients in person and by phone to understand needs, tailoring product recommendations, educating clients on digital banking tools (Chase Mobile App, Chase.com, ATMs), and ensuring compliance with banking policies and regulatory requirements. Requires strong communication, relationship-building, and risk/compliance awareness; high school diploma or GED; licenses and registrations (SIE, FINRA Series 6, state registrations, Life licenses) with onboarding support to obtain necessary licenses within 180 days. Weekend/evening availability. Preferred qualifications include a college degree or military equivalent and prior banking experience with policy adherence and regulatory understanding. Additional details cover licensing processes, SAFE Act obligations, and post-employment registration 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.
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