Relationship Banker: Elevate Client Banking Experience

Testing Site - JPMC; Milford (CT); On-site; USD 52,000 - 76,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent our brand with hospitality, acquire and manage client relationships, and provide thoughtful financial solutions. You will leverage Chase Mobile App, Chase.com, and ATMs to meet clients’ needs while ensuring regulatory compliance.

Requirements include 1+ year of sales in banking or related fields, strong communication, and the ability to obtain SIE, Series 6, state registrations, and Life licenses within 180 days. Weekend/evening hours required.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable experiences for clients and elevate service.
• Excellent communication skills, both in person and over the phone.
• Ability to meet risk and compliance obligations and complete required training.
• High school degree or foreign equivalent; licenses required within 180 days.

Responsibilities

• Put clients first and exceed their expectations with attentive service.
• Manage assigned clients, meeting with them in person and by phone to build relationships.
• Communicate clearly and consultatively to understand needs and tailor solutions.
• Educate clients on technology solutions like mobile apps and online banking.
• Learn products and procedures quickly to consult on banking solutions with teams.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Regulatory compliance

Education

High school diploma or equivalent

Job description

Chase is seeking a Relationship Banker to represent our brand with hospitality, acquire and manage client relationships, and provide thoughtful financial solutions. You will leverage Chase Mobile App, Chase.com, and ATMs to meet clients’ needs while ensuring regulatory compliance.

Requirements include 1+ year of sales in banking or related fields, strong communication, and the ability to obtain SIE, Series 6, state registrations, and Life licenses within 180 days. Weekend/evening hours required.