Client-Centric Relationship Banker

Aumni; New Jersey; On-site; USD 42,000 - 65,000; Full time

Job summary

Chase is seeking a Relationship Banker to lead client engagements in a branch, building lasting relationships and delivering tailored financial solutions. You will combine hospitality with fintech tools to enhance the client experience and drive branch goals.

The role requires regulatory compliance, licensing where applicable, and flexible hours including weekends. You will collaborate with experts to address complex financial needs while delivering top-tier service.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail and consistency.
• Adhere to risk and compliance requirements and complete training.
• Licensing: SIE, FINRA 6, state registrations (63 if required).
• Willingness to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients, meet with them in person or by phone to build relationships and tailor recommendations.
• Communicate clearly to understand needs and build trust with clients.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures quickly to consult on banking solutions and connect to specialists.
• Comply with banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Client experience

Communication skills

Regulatory/compliance awareness

High school degree

Licensing requirements

Weekend/Evening availability

Team collaboration

Risk awareness

Education

College degree

High school diploma or equivalent

Job description

Chase is seeking a Relationship Banker to lead client engagements in a branch, building lasting relationships and delivering tailored financial solutions. You will combine hospitality with fintech tools to enhance the client experience and drive branch goals.

The role requires regulatory compliance, licensing where applicable, and flexible hours including weekends. You will collaborate with experts to address complex financial needs while delivering top-tier service.