Client-First Banking Relationship Specialist

Fairygodboss; Lakeway (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent our brand with hospitality and to build lasting client relationships using financial solutions and modern technology. You will engage clients in person and by phone, understanding needs and offering thoughtful recommendations.

The role emphasizes compliance, teamwork with specialists, and delivering a high-quality client experience through Chase Mobile, Chase.com, and ATM services. Training and licensing support are provided.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industry.
• Ability to create memorable client experiences.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meet with them, and tailor product recommendations.
• Engage in clear, consultative communication to build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Regulatory/compliance awareness

Education

High school diploma or GED

SIE exam / FINRA Series 6 / state licensing readiness

Tools

Chase digital tools

Job description

Chase is seeking a Relationship Banker to represent our brand with hospitality and to build lasting client relationships using financial solutions and modern technology. You will engage clients in person and by phone, understanding needs and offering thoughtful recommendations.

The role emphasizes compliance, teamwork with specialists, and delivering a high-quality client experience through Chase Mobile, Chase.com, and ATM services. Training and licensing support are provided.