Relationship Banker - Upper Hudson River - Pleasant Valley, NY
On-site · Pleasant Valley, New York, United States
Job Summary
Relationship Banker at Chase Branch in Pleasant Valley, NY drives client acquisition, management, and retention by delivering consultative financial solutions and using technology tools (Chase Mobile App, Chase.com, ATMs). Responsibilities include building lasting relationships, tailoring product recommendations to clients' financial needs, educating clients on banking solutions, adhering to policies and regulatory requirements, and collaborating with banking experts to address complex needs; requires strong communication, problem-resolution skills, and ability to work in person, including weekends.
Required Qualifications
- High school degree, GED, or foreign equivalent
- Securities Industry Essential (SIE) exam minimum requirement
- FINRA Series 6 license minimum requirement
- State registration (including 63 if required) and Life licenses minimum requirements
- NMLS registration under the SAFE Act (as applicable) or ability to obtain upon hire
- Ability to work branch hours including weekends and some evenings
- 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients and delivering results
- Licensing program participation and successful licensing within 180 days of hire
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