In-Branch Relationship Banker: Elevate Client Experience

Aumni; Manalapan Township (NJ); On-site; USD 42,000 - 70,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent our brand in a branch setting, delivering exceptional service and leveraging banking solutions to meet client needs. You will build durable relationships, identify opportunities, and collaborate with specialists to address complex financial goals.

The role requires sales experience, strong communication skills, and adherence to risk and regulatory requirements, with weekend/evening hours as needed in a dynamic banking environment.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for clients.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• Licensing requirements: SIE, Series 6, state registration (63) and Life licenses.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and proactively meet with them to build relationships.
• Communicate clearly to understand needs and tailor recommendations.
• Educate clients on technology solutions like Chase Mobile App and online banking.
• Learn products and procedures to consult with clients and connect them to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Excellent communication

Attention to detail

Schedule flexibility

Education

High school diploma or GED

SIE exam

FINRA Series 6

State registration (63)

Life licenses

College degree or military equivalent

Job description

Chase is seeking a Relationship Banker to represent our brand in a branch setting, delivering exceptional service and leveraging banking solutions to meet client needs. You will build durable relationships, identify opportunities, and collaborate with specialists to address complex financial goals.

The role requires sales experience, strong communication skills, and adherence to risk and regulatory requirements, with weekend/evening hours as needed in a dynamic banking environment.