Relationship Banker: Elevate Client Experience

Next Frontier Capital; New York (NY); On-site; USD 52,000 - 76,000; Full time

Job summary

Chase seeks an Associate Relationship Banker in a branch to deliver hospitality and tailored financial solutions. You will welcome clients, offer solutions using Chase Mobile App and digital tools, and connect them with experts for complex needs.

The role emphasizes compliance, risk awareness, and a strong customer-first mindset, with the ability to work weekend hours and evenings in a busy branch environment.

Qualifications

• High school degree, GED, or foreign equivalent.
• Ability to work branch hours including weekends and some evenings.
• Sales experience in Retail, Financial Services, or related industries preferred.
• Experience adhering to banking policies and regulatory requirements.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Engage in clear, polite, consultative communication to help clients and build trust – ask questions and listen to understand, anticipate their needs.
• Assist walk-in and scheduled clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• 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

Client service

Communication

Problem solving

Regulatory compliance

Financial knowledge

In-person and phone service

Education

High school diploma or GED

College degree preferred

Job description

Chase seeks an Associate Relationship Banker in a branch to deliver hospitality and tailored financial solutions. You will welcome clients, offer solutions using Chase Mobile App and digital tools, and connect them with experts for complex needs.

The role emphasizes compliance, risk awareness, and a strong customer-first mindset, with the ability to work weekend hours and evenings in a busy branch environment.