Relationship Banker: Client-First Banking Expert

Aumni; United States; On-site; USD 40,000 - 65,000; Full time

Job summary

Chase is seeking a Relationship Banker at a branch to embody our hospitality-driven brand while using modern banking tools to assist clients in meeting their financial goals.

You will build and retain meaningful relationships, tailor financial solutions, and collaborate with a team of specialists to address complex needs while maintaining compliance with banking regulations. Weekend/evening commitments may apply, with ongoing training and development.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to deliver attentive, personalized client experiences.
• Strong communication and problem-solving skills with attention to regulatory requirements.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Relationship building

Financial knowledge

Regulatory compliance

Education

High school diploma or GED

College degree (preferred)

Job description

Chase is seeking a Relationship Banker at a branch to embody our hospitality-driven brand while using modern banking tools to assist clients in meeting their financial goals.

You will build and retain meaningful relationships, tailor financial solutions, and collaborate with a team of specialists to address complex needs while maintaining compliance with banking regulations. Weekend/evening commitments may apply, with ongoing training and development.