Client-First Relationship Banker

Next Frontier Capital

Alexandria (LA)

On-site

USD 42,000 - 65,000

Full time

14 days+
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Job summary

Chase is seeking a Relationship Banker to build lasting client relationships, deliver personalized financial solutions, and promote digital banking tools. You will advocate hospitality and teamwork in a branch setting, handling client needs with accuracy and care.

The role requires licensing up to FINRA Series 6 and state registrations within 180 days, with weekend/evening hours expected. You will operate in a fast-paced, compliant environment while guiding clients toward Chase solutions.

Qualifications

  • 1+ year of sales experience in Retail Banking or Financial Services.
  • Ability to create memorable client experiences and elevate service.
  • Excellent communication, both in person and by phone.
  • Resolve client issues with attention to detail and accuracy.
  • Operate within risk parameters and complete required training.
  • High school diploma or GED; SIE, FINRA Series 6, and state licenses required or obtained within 180 days.

Responsibilities

  • Put clients first and deliver attentive, friendly service.
  • Manage assigned clients, meet with them in person and by phone.
  • Provide consultative product and service recommendations.
  • Educate clients on technology tools like mobile app and online banking.
  • Learn products and collaborate with specialists for complex needs.
  • Adhere to banking policies and regulatory requirements.

Skills

Sales experience
Client relationship building
Excellent communication
Problem solving
Regulatory awareness

Education

High school diploma or GED

Job description

Chase is seeking a Relationship Banker to build lasting client relationships, deliver personalized financial solutions, and promote digital banking tools. You will advocate hospitality and teamwork in a branch setting, handling client needs with accuracy and care.

The role requires licensing up to FINRA Series 6 and state registrations within 180 days, with weekend/evening hours expected. You will operate in a fast-paced, compliant environment while guiding clients toward Chase solutions.

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