Relationship Banker - Rochester, NY
On-site · Rochester, New York, United States
Job Summary
Relationship Banker at Chase Branch in Rochester, NY, responsible for acquiring, managing, and retaining client relationships using financial knowledge to tailor product and service solutions; educate clients on technology tools like Chase Mobile App and Chase.com; deliver attentive, consultative service in person and over the phone; adhere to policies and regulatory requirements and collaborate with specialists to address complex financial needs; role emphasizes building trust, understanding client needs, and delivering a memorable client experience while complying with licensing and regulatory prerequisites.
Required Qualifications
- 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results
- High school degree, GED, or foreign equivalent
- Securities Industry Essentials (SIE) exam
- FINRA Series 6
- state registration (including 63 if required)
- Life licenses are minimum requirements
- All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire
- Ability to work branch hours including weekends and some evenings
- NMLS registration under SAFE Act; compliance with SAFE Act requirements
Additional Requirements
- Felony conviction within the last seven years will disqualify from consideration for this position
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