Relationship Banker - Stonewall - New York, NY
On-site · New York City, New York, United States
Job Summary
Relationship Banker at Chase Branch in New York focuses on acquiring, managing, and retaining client relationships with a consultative approach, leveraging technology (Chase Mobile App, Chase.com) and financial solutions to address clients' needs. Responsibilities include delivering attentive service, building trust through clear communication, educating clients on products and services, and collaborating with a team of experts while adhering to banking policies and regulatory requirements.
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...NMLS registration requirements
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