Relationship Banker: Client Experience Champion

Aumni; San Bruno (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent the brand with hospitality and client care in a branch setting. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions that address their financial needs.

You will educate clients on technology tools, collaborate with topic experts, and ensure compliance with banking regulations. Weekend/evening hours may be required.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable experiences for our clients.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits to clients.
• Ability to quickly and effectively resolve client issues with attention to detail.
• Operate within established risk parameters/tolerances and meet risk/compliance obligations, including required training.
• High school degree, GED, or foreign equivalent.
• SIE, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain licenses within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations by delivering attentive service.
• Manage assigned clients and meet with them to build lasting relationships, in person and over the phone.
• Engage in clear, polite consultation to understand and help clients, building trust.
• Educate and connect clients to technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures quickly to consult clients and connect them to experts for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Client relationship building

Problem resolution

Regulatory/compliance awareness

Time flexibility

Education

High school diploma or equivalent

College degree or military equivalent

Job description

Chase is seeking a Relationship Banker to represent the brand with hospitality and client care in a branch setting. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions that address their financial needs.

You will educate clients on technology tools, collaborate with topic experts, and ensure compliance with banking regulations. Weekend/evening hours may be required.