Relationship Banker - Vernon Hills - Scarsdale, NY
On-site · Scarsdale, New York, United States
Job Summary
Relationship Banker role at Chase in Scarsdale, NY focused on building and maintaining client relationships, delivering personalized banking solutions, educating clients on technology solutions like the Chase Mobile App and Chase.com, and guiding clients through products and services while adhering to regulatory requirements. Responsibilities include proactively meeting with clients in person and by phone, tailoring product recommendations, delivering attentive service, communicating clearly, and collaborating with specialists to address financial needs. Requires strong sales and client-service skills, ability to operate within risk parameters, and availability for branch hours including weekends and some evenings.
Required Qualifications
- 1+ year of sales experience in Retail Banking, Financial Services, or 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
- Ability to work branch hours including weekends and some evenings
- Other related banking regulations and licensing requirements as applicable
- College degree or military equivalent (preferred)
- Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators (contingent upon regulatory review)
- NMLS registration and SAFE Act compliance (contingent upon employment)
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