Relationship Banker - Valencia Main - Valencia, CA
On-site · Valencia, California, United States
Valencia, California, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking
Job Summary
Relationship Banker at Chase in Valencia, CA focusing on acquiring, managing, and retaining client relationships using banking solutions and technology. Responsibilities include delivering attentive service, meeting with clients in person and by phone, tailoring product recommendations, educating clients on digital tools (Chase Mobile App, Chase.com, ATMs), and ensuring compliance with policies and regulatory requirements while working to deepen client relationships and meet sales targets.
Required Qualifications
- 1+ year of sales experience in Retail Banking or Financial Services with proven success in establishing new clients and delivering results
- High school degree, GED, or foreign equivalent
- Securities Industry Essential (SIE) exam
- FINRA Series 6 license
- state registration (including 63 if required)
- Life licenses (as applicable)
- NMLS licensing requirements and process within 180 days of hire
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