Client-First Relationship Banker

Fairygodboss; Lakewood Township (NJ); On-site; USD 50,000 - 65,000; Full time

Job summary

Chase is seeking an Associate Relationship Banker to welcome clients with warmth, understand their financial needs, and connect them with tailored banking solutions using the latest digital tools. You will meet clients in-branch and over the phone, build lasting relationships, learn products quickly, and work within bank policies while delivering a high level of service daily.

The role emphasizes hospitality, collaboration with experts, and adherence to risk and compliance standards as you help

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.

Skills

Sales experience

Customer experience

Communication skills

Problem solving

Risk/compliance

Flexibility

Education

HS diploma

GED or foreign equivalent

Job description

Chase is seeking an Associate Relationship Banker to welcome clients with warmth, understand their financial needs, and connect them with tailored banking solutions using the latest digital tools. You will meet clients in-branch and over the phone, build lasting relationships, learn products quickly, and work within bank policies while delivering a high level of service daily.

The role emphasizes hospitality, collaboration with experts, and adherence to risk and compliance standards as you help