Client-First Relationship Banker

Aumni; New York (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Job summary

Chase is seeking a Relationship Banker to represent our brand with hospitality, offering banking solutions and technology-driven service at a branch. You will acquire, manage, and retain client relationships using your financial knowledge to tailor solutions that address their needs and support branch success.

The role requires strong sales aptitude, customer focus, and the ability to navigate regulatory requirements and licensing processes. Weekend/evening hours may be required.

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.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.

Skills

Sales experience

Client focus

Communication skills

Regulatory compliance

Licensing requirements

Education

High school degree

Job description

Chase is seeking a Relationship Banker to represent our brand with hospitality, offering banking solutions and technology-driven service at a branch. You will acquire, manage, and retain client relationships using your financial knowledge to tailor solutions that address their needs and support branch success.

The role requires strong sales aptitude, customer focus, and the ability to navigate regulatory requirements and licensing processes. Weekend/evening hours may be required.