Relationship Banker- Traverse City Main - Traverse City, MI
On-site · Traverse City, Michigan, United States
Job Summary
Relationship Banker at Chase in Traverse City Main (Traverse City, MI) focusing on building and managing client relationships, delivering banking solutions and technology-enabled experiences, educating clients on Chase products, and collaborating with branch team to meet regulatory and risk requirements. Requires proactive client engagement, excellent communication, ability to tailor product features to clients' needs, and compliance with banking policies. Key responsibilities include meeting with clients in person and by phone, leveraging digital tools like Chase Mobile App and Chase.com, onboarding clients to products and services, and maintaining high standards of service while adhering to risk controls. Preferred candidates may have a college degree or military experience; roles involve weekend/evening hours and licensing tests (SIE, FINRA Series 6, state licenses) with JPMorganChase licensing and NMLS registration obligations.
Required Qualifications
- The Securities Industry Essential (SIE) exam
- FINRA Series 6
- state registration (including 63 if required)
- Life licenses are minimum requirements
- All unlicensed applicants must obtain their licenses through the licensing program within 180 days of hire
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