Client Relationship Banker

Aumni; New York (NY); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Financial coaching

Job summary

Chase is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality and technology-driven service. You will acquire, manage, and retain client relationships, offering thoughtful banking solutions and collaborating with specialists to address financial needs.

You will work with strict adherence to policies and regulatory requirements, including licensing steps (SIE, FINRA 6, and state registrations).

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable client experiences.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Compliance with risk parameters and required trainings.
• High school degree or equivalent.
• Licensing requirements: SIE, FINRA Series 6, state registration, Life licenses; licensing program within 180 days.

Responsibilities

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

Skills

Sales experience

Client relations

Communication skills

Risk awareness

Hours flexibility

Education

High school degree or equivalent

College degree preferred

Job description

Chase is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality and technology-driven service. You will acquire, manage, and retain client relationships, offering thoughtful banking solutions and collaborating with specialists to address financial needs.

You will work with strict adherence to policies and regulatory requirements, including licensing steps (SIE, FINRA 6, and state registrations).