Relationship Banker: Client Experience Champion

Aumni; Northvale (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

Chase is seeking a Relationship Banker to build and manage client relationships in a branch setting, delivering personalized banking solutions and leveraging digital tools. You will educate clients on products, coordinate with specialists, and uphold regulatory standards to ensure a compliant and trusted client experience.

Responsibilities include proactive client meetings, tailoring recommendations, and maintaining high service standards across all interactions, including weekends and evenings

Qualifications

• 1+ year of sales experience in Retail Banking with a proven track record of acquiring new clients.
• Ability to create memorable experiences and tailor product recommendations to client needs.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail and professionalism.
• Operate within risk parameters and complete required training.
• High school diploma or equivalent; securities licenses or licensing within 180 days if not already held.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed expectations with attentive, friendly service.
• Manage assigned clients, meeting with them in person and by phone to build relationships.
• Use technology solutions (Chase Mobile App, Chase.com, ATMs) to assist clients.
• Learn products and procedures quickly to consult on banking solutions and connect to specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Customer service

Regulatory compliance

Education

High school diploma or equivalent

SIE / FINRA Series 6 / Life licenses

Job description

Chase is seeking a Relationship Banker to build and manage client relationships in a branch setting, delivering personalized banking solutions and leveraging digital tools. You will educate clients on products, coordinate with specialists, and uphold regulatory standards to ensure a compliant and trusted client experience.

Responsibilities include proactive client meetings, tailoring recommendations, and maintaining high service standards across all interactions, including weekends and evenings