Relationship Banker - South Wilton - Wilton, CT
On-site · Wilton, Connecticut, United States
Job Summary
Relationship Banker role in Wilton, CT at Chase Branch focusing on acquiring, managing, and retaining client relationships with a consultative banking approach. Responsibilities include providing attentive service, meeting clients in person and by phone, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs), learning products and procedures, collaborating with experts for specialized needs, adhering to policies and regulatory requirements, and delivering personalized financial solutions.
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.
- National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment, must register or update existing registration with NMLS.
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