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JPMorgan Chase2 months ago

Relationship Banker - Scarsdale, NY

On-site · Scarsdale, New York, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking

Job Summary

Relationship Banker at Chase in Scarsdale, NY, focused on acquiring, managing, and retaining client relationships with excellence in service. Responsibilities include meeting with clients in person and over the phone, understanding financial needs, tailoring product and service recommendations, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs), learning banking products quickly, collaborating with a team of experts, and adhering to banking policies and regulatory requirements. Strong communication, risk awareness, and the ability to obtain required licenses within 180 days are essential.

Required Qualifications

  • High school degree, GED, or foreign equivalent
  • Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (63 if required), and Life licenses or ability to obtain
  • License/registration requirements for banking products may be required
  • Ability to work branch hours including weekends and some evenings
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JPMorgan Chase

Relationship Banker - Scarsdale, NY

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