Relationship Banker - Build Lifelong Client Relationships

Aumni; Paramus (NJ); On-site; USD 40,000 - 65,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent our brand in a branch setting, delivering hospitality while acquiring, managing, and retaining client relationships with tailored financial solutions and digital tools. You will consult on products and services, educate clients on Chase technology, and coordinate with specialists to meet complex financial needs.

The role requires regulatory compliance, licensing (SIE/Series 6/Life/63 when applicable), and weekend/evening availability.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for clients and 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 resolve client issues with attention to detail while maintaining consistent client experience.
• Operate within risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• The SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain licenses within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients and proactively meet with them to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand and help clients, building trust.
• Educate clients on technology solutions such as Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly to consult on banking solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Excellent communication

Regulatory compliance

Problem solving

Ability to work weekends

Education

High school diploma

College degree (preferred)

Tools

SIE exam

FINRA Series 6

State registrations (63 when required)

Life licenses

Job description

Chase is seeking a Relationship Banker to represent our brand in a branch setting, delivering hospitality while acquiring, managing, and retaining client relationships with tailored financial solutions and digital tools. You will consult on products and services, educate clients on Chase technology, and coordinate with specialists to meet complex financial needs.

The role requires regulatory compliance, licensing (SIE/Series 6/Life/63 when applicable), and weekend/evening availability.