Relationship Banker - Yorktown Heights, NY
On-site · Yorktown Heights, New York, United States
Job Summary
Relationship Banker role at Chase in Yorktown Heights, NY focused on acquiring, managing, and retaining client relationships using financial knowledge to tailor product and service recommendations. Responsibilities include delivering attentive service, meeting with clients in person and by phone, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs), learning products and procedures to consult on banking solutions, collaborating with a team of experts to address specialized needs, and adhering to policies and regulatory banking 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 JPMorganChase’s licensing program within 180 days of hire
- Ability to work branch hours including weekends and some evenings
- NMLS registration under the SAFE Act of 2008 must be completed upon active employment or updated as necessary
- Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators; contingent on compliance with licensing and regulatory requirements
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