Client-First Relationship Banker

Fairygodboss; Fremont (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Chase is seeking an Associate Relationship Banker to welcome clients in branches, apply financial knowledge, and build lasting relationships through hospitality and modern banking solutions. You will meet clients, tailor product recommendations, and connect them with specialists while upholding risk and regulatory requirements.

This role requires strong communication, a high school diploma, weekend/evening availability, and dedication to exceptional service.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for our clients - elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.

Education

High school diploma or GED

Job description

Chase is seeking an Associate Relationship Banker to welcome clients in branches, apply financial knowledge, and build lasting relationships through hospitality and modern banking solutions. You will meet clients, tailor product recommendations, and connect them with specialists while upholding risk and regulatory requirements.

This role requires strong communication, a high school diploma, weekend/evening availability, and dedication to exceptional service.