Relationship Banker - Build Trust & Grow Client Relationships

Aumni; Mesa (AZ); On-site; USD 42,000 - 64,000; Full time

Job summary

Chase is seeking a Relationship Banker in a Chase Branch to deliver hospitable, knowledgeable service and promote banking solutions. You will cultivate client relationships, advise on products, and connect clients to specialists to address financial needs, enhancing overall satisfaction.

Key qualifications include a sales mindset, outstanding communication, and the ability to work branch hours including weekends.

Qualifications

• 1+ year of sales experience in retail banking or financial services.
• Ability to create memorable client experiences and tailor solutions.
• Strong communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Compliance with risk parameters and required training.
• Licensing requirements: SIE, Series 6, state registration, Life licenses; must obtain if not held.

Responsibilities

• Put clients first and exceed expectations with friendly service.
• Manage assigned clients, meet with them, build lasting relationships.
• Communicate clearly to understand needs and recommend solutions.
• Educate clients on Chase technology like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to specialists for complex needs.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Excellent communication

Client relationship building

Problem resolution

Regulatory/compliance awareness

Time management

Education

High school diploma or GED

SIE exam / FINRA Series 6 / state registration / Life licenses

College degree preferred

Job description

Chase is seeking a Relationship Banker in a Chase Branch to deliver hospitable, knowledgeable service and promote banking solutions. You will cultivate client relationships, advise on products, and connect clients to specialists to address financial needs, enhancing overall satisfaction.

Key qualifications include a sales mindset, outstanding communication, and the ability to work branch hours including weekends.