Relationship Banker - Orlando Northwest - Leesburg, FL
On-site · Leesburg, Florida, United States
Leesburg, Florida, 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 in the Orlando area focuses on building and maintaining client relationships, delivering personalized banking solutions, educating clients on technology tools like the Chase Mobile App and Chase.com, and collaborating with a team to meet regulatory and risk requirements. Key duties include meeting with clients in person and by phone, tailoring product and service recommendations, providing proactive service, and ensuring compliance with banking procedures.
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: Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and NMLS registration requirements are applicable to this role.
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