Client-Focused Banking Relationship Specialist

Aumni; Medina (OH); On-site; USD 42,000 - 65,000; Full time

Job summary

Chase is seeking a Relationship Banker to join our branch team in Ohio. You will welcome clients, assess financial needs, and tailor product recommendations while delivering thoughtful, hospitality-driven service.

You will build lasting client relationships, conduct meetings in person and by phone, and connect clients to digital tools like Chase Mobile App and Chase.com. The role emphasizes compliance and teamwork.

Qualifications

• 1+ year of sales experience in Retail Banking or financial services with proven success.
• Ability to create memorable client experiences and tailor product features.
• Excellent verbal and written communication to address diverse client needs.
• Ability to resolve client issues with attention to detail and compliance.
• Must work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients and proactively meet with them to build lasting relationships.
• Engage in clear, consultative communication to understand needs and build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to experts for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Attention to detail

Time management

Relationship building

Education

High school diploma/GED

SIE exam

FINRA Series 6

State registration (63 if required)

Life license

Job description

Chase is seeking a Relationship Banker to join our branch team in Ohio. You will welcome clients, assess financial needs, and tailor product recommendations while delivering thoughtful, hospitality-driven service.

You will build lasting client relationships, conduct meetings in person and by phone, and connect clients to digital tools like Chase Mobile App and Chase.com. The role emphasizes compliance and teamwork.