Client-Centric Relationship Banker

Aumni; New York (NY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health centers

Job summary

Chase is seeking a Relationship Banker to represent our brand in a branch setting, delivering hospitality and personalized financial solutions. You will acquire, manage, and retain client relationships, using your knowledge of banking products to meet financial goals and improve lives.

The role emphasizes compliant, customer-focused service, collaboration with product experts, and leveraging Chase digital tools to enhance client experiences. Weekend/evening hours are required where needed.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients and delivering results.
• Ability to create memorable client experiences and elevate service quality.
• Excellent communication skills for in-person and phone interactions and for tailoring product benefits.

Responsibilities

• Put clients first and exceed expectations with attentive service in a welcoming environment.
• Manage assigned clients, meeting with them in person and by phone to build relationships and tailor recommendations.
• Engage in clear, consultative communication to understand client needs and build trust.

Skills

Sales experience

Relationship management

Customer service

Communication

Compliance awareness

Licensing knowledge

Education

High school diploma

SIE/Series 6/Life licenses

Job description

Chase is seeking a Relationship Banker to represent our brand in a branch setting, delivering hospitality and personalized financial solutions. You will acquire, manage, and retain client relationships, using your knowledge of banking products to meet financial goals and improve lives.

The role emphasizes compliant, customer-focused service, collaboration with product experts, and leveraging Chase digital tools to enhance client experiences. Weekend/evening hours are required where needed.