Relationship Banker - North County Market - Vista, CA and Surrounding Areas
On-site · Vista, California, United States
Vista, California, 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 in a Chase Branch focused on acquiring, managing, and retaining client relationships, educating clients on technology tools (Chase Mobile App, Chase.com, ATMs), and delivering tailored financial solutions while complying with regulatory requirements. Responsibilities include meeting with clients in person and by phone, understanding financial needs, educating on products and services, and collaborating with specialists to address complex financial needs.
Required Qualifications
- High school degree or GED
- The Securities Industry Essential (SIE) exam
- FINRA Series 6 (and 63 if required)
- State registration (including 63 if required)
- Life licenses
- NMLS registration or ability to obtain
- Ability to work branch hours including weekends and some evenings
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