Relationship Banker: Client‑Centric Banking & Solutions

Next Frontier Capital

United States

On-site

USD 42,000 - 64,000

Full time

14 days+
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Job summary

Chase is seeking a Relationship Banker to represent our brand in-branch, delivering hospitality, financial guidance, and digital tools education. You will acquire, manage, and retain client relationships, tailoring solutions to meet financial needs and boosting branch performance.

The role requires licensing readiness and compliance with banking regulations, with opportunities to work with diverse clients. The position emphasizes excellent communication, customer service, and collaboration with

Qualifications

  • 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
  • Proven ability to establish new clients, deepen relationships, and deliver results.
  • Excellent communication skills to tailor features and benefits for different clients.
  • Ability to resolve client issues with attention to detail and consistency.
  • Operate within risk parameters and complete required training.
  • High school degree, GED or foreign equivalent.
  • The SIE exam, FINRA Series 6, state registrations, and Life licenses are required or to be obtained within 180 days.

Responsibilities

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

Skills

Sales experience
Relationship building
Communication skills
Regulatory compliance
Licensing readiness
Customer service

Education

High school degree
GED / foreign equivalence

Job description

Chase is seeking a Relationship Banker to represent our brand in-branch, delivering hospitality, financial guidance, and digital tools education. You will acquire, manage, and retain client relationships, tailoring solutions to meet financial needs and boosting branch performance.

The role requires licensing readiness and compliance with banking regulations, with opportunities to work with diverse clients. The position emphasizes excellent communication, customer service, and collaboration with

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