Client-First Relationship Banker

Aumni; Fort Worth (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent our brand in a branch environment, delivering hospitality and tailored financial solutions. You will acquire, manage, and retain client relationships, using your financial knowledge to provide thoughtful guidance and connect clients with experts for specialized needs.

The role emphasizes building trust through proactive service, educating clients on digital tools, and adhering to regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable client experiences and elevate the client experience.
• Excellent communication skills, with ability to tailor product benefits to diverse clients.
• Ability to resolve client issues with attention to detail while maintaining compliance.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build lasting relationships.
• Communicate clearly to understand and address client needs and build trust.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures quickly to consult on banking solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication

Regulatory awareness

Education

High school degree or GED

Tools

Licensing: SIE

FINRA Series 6

State registrations

Job description

Chase is seeking a Relationship Banker to represent our brand in a branch environment, delivering hospitality and tailored financial solutions. You will acquire, manage, and retain client relationships, using your financial knowledge to provide thoughtful guidance and connect clients with experts for specialized needs.

The role emphasizes building trust through proactive service, educating clients on digital tools, and adhering to regulatory requirements.