Client-Centric Relationship Banker

Aumni; Brockton (MA); On-site; USD 52,000 - 70,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent the brand in a branch setting, focusing on acquiring, managing, and retaining client relationships using advanced banking technology and a hospitality-driven approach.

The role requires strong communication, problem solving, and a commitment to regulatory compliance, with weekend/evening hours as needed to support customer needs and branch goals.

Qualifications

• 1+ year of sales experience in Retail Banking or related fields.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• SIE exam, FINRA Series 6, and state licenses required or pursued within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build lasting relationships.
• Communicate clearly to understand needs and tailor recommendations.
• Educate clients on technology solutions like mobile apps and online banking.
• Learn products and procedures to consult on banking solutions with the team.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Relationship building

Communication skills

Issue resolution

Regulatory compliance

High school diploma

Licensing knowledge

Flexible hours

Education

College degree or military equivalent

High school diploma or GED

Job description

Chase is seeking a Relationship Banker to represent the brand in a branch setting, focusing on acquiring, managing, and retaining client relationships using advanced banking technology and a hospitality-driven approach.

The role requires strong communication, problem solving, and a commitment to regulatory compliance, with weekend/evening hours as needed to support customer needs and branch goals.