Associate Relationship Banker: Deliver Memorable Clients

Next Frontier Capital; Traverse City (MI); On-site; USD 42,000 - 56,000; Full time

Job summary

Chase is seeking an Associate Relationship Banker to welcome clients in-branch, understand financial needs, and offer tailored solutions using the latest banking tech. You’ll deliver friendly, consultative service, help clients navigate Chase Mobile, Chase.com and ATMs, and connect them with specialists for complex financial needs.

The role emphasizes compliance, ongoing training, and weekend/evening branch hours, with a strong commitment to diversity and inclusion across our Consumer &

Qualifications

• High school diploma, GED, or foreign equivalent.
• 1+ year of sales experience in Retail, Financial Services, or related industries.
• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.
• Ability to create memorable experiences for our clients.
• Excellent communication skills, both in person and over the phone.
• Ability to quickly and effectively resolve client issues with attention to detail.
• Operate within established risk parameters/tolerances and complete required training.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Engage in clear, polite, consultative communication to help clients and build trust – ask questions and listen to understand, anticipate their needs.
• Assist walk-in and scheduled clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Memorable client experiences

Excellent communication

Issue resolution

Regulatory awareness

High school diploma

Flexible hours

Education

College degree or military equivalent

Job description

Chase is seeking an Associate Relationship Banker to welcome clients in-branch, understand financial needs, and offer tailored solutions using the latest banking tech. You’ll deliver friendly, consultative service, help clients navigate Chase Mobile, Chase.com and ATMs, and connect them with specialists for complex financial needs.

The role emphasizes compliance, ongoing training, and weekend/evening branch hours, with a strong commitment to diversity and inclusion across our Consumer &