Relationship Banker - Sonoma - Sonoma, CA
On-site · Sonoma, California, United States
Job Summary
Relationship Banker at Chase Branch in Sonoma focusing on acquiring, managing, and retaining client relationships with tailored banking solutions. Engage clients in person and by phone, educate on technology tools (Chase Mobile App, Chase.com, ATMs), and collaborate with specialists to address financial needs while maintaining regulatory compliance. Responsibilities include delivering attentive service, building trust through consultative communication, and supporting team-based delivery of banking solutions in a branch setting.
Required Qualifications
- 1+ year of sales experience in Retail Banking or Financial Services with proven success in acquiring and deepening client relationships
- High school degree, GED, or foreign equivalent
- Securities Industry Essential (SIE) exam
- FINRA Series 6
- State registration (including 63 if required)
- Life licenses
- Must obtain licenses through JPMorganChase licensing program within 180 days of hire
- Ability to work branch hours including weekends and some evenings
- NMLS registration and SAFE Act compliance for mortgage-related responsibilities
- Compliance with Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators; review of criminal history and credit report
- Felony conviction within the last seven years will disqualify from consideration
Desired Qualifications
- College degree or military equivalent.
Additional Requirements
- Criminal conviction history review; must comply with NMLS and SAFE Act requirements; licensing prerequisites across multiple regimes
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