Relationship Banker: Elevate Client Experience

Fairygodboss

Sacramento (CA)

On-site

USD 52,000 - 69,000

Full time

11 days ago

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of financial products and services. As an Associate Relationship Banker in a Chase Branch, you will welcome clients with hospitality, use the latest banking solutions, and offer thoughtful solutions to help meet their financial needs.

You will build lasting relationships by listening to clients, leveraging Chase Mobile App and online tools, and collaborating

Qualifications

High school degree, GED, or foreign equivalent.
College degree or military equivalent.
Experience adhering to banking policies, procedures, 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.