Relationship Banker: Client-First Banking Pro

Next Frontier Capital

Massachusetts

On-site

USD 45,000 - 60,000

Full time

14 days+
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Job summary

Chase is seeking a Relationship Banker to represent our brand in the branch, delivering hospitable service and using the latest banking solutions to meet clients' financial needs.

You will acquire, manage, and retain client relationships, guiding them through products and services while complying with bank policies and regulatory requirements. Excellent communication and problem-solving skills are essential.

Qualifications

  • 1+ year of sales experience in Retail Banking or related industries.
  • Strong communication skills for in-person and phone interactions.
  • Ability to tailor product and service recommendations.
  • Capable of meeting risk and compliance obligations.
  • Licensing requirements must be obtained within 180 days.

Responsibilities

  • Put clients first and exceed expectations with attentive, friendly service.
  • Manage assigned clients, meet with them in person and over the phone to build relationships.
  • Engage in clear, consultative communication to understand and help clients.
  • Educate and connect clients to technology solutions (Chase Mobile App, Chase.com).
  • Learn products and procedures quickly to consult with clients and connect them to experts.
  • Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience
Excellent communication skills
Customer service orientation
Ability to build relationships
Regulatory compliance awareness
Problem solving

Education

High school diploma or GED

Job description

Chase is seeking a Relationship Banker to represent our brand in the branch, delivering hospitable service and using the latest banking solutions to meet clients' financial needs.

You will acquire, manage, and retain client relationships, guiding them through products and services while complying with bank policies and regulatory requirements. Excellent communication and problem-solving skills are essential.

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