Relationship Banker: Elevate Client Experience in Banking

Aumni; South Jordan (UT); On-site; USD 42,000 - 64,000; Full time

Job summary

Chase is seeking a Relationship Banker to join a branch in Utah. The role focuses on acquiring, managing, and retaining client relationships with a strong emphasis on hospitality and service quality.

You will educate clients on digital banking tools, tailor product solutions to individual needs, and collaborate with specialists to address complex financial goals while complying with banking regulations.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven client acquisition.
• Ability to create memorable client experiences and elevate the client experience.
• Excellent communication skills to tailor product features to clients with differing needs.
• Strong problem-solving with attention to detail for a consistent client experience.
• Adhere to risk parameters and complete required compliance training.
• High school degree, GED, or foreign equivalent.
• SIE, FINRA Series 6, state registration, and Life licenses required; license within 180 days.
• Ability to work weekends/evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build lasting relationships.
• Engage in clear consultative communication to understand needs.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to experts for specialized needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship skills

Communication skills

Risk/compliance awareness

Attention to detail

Education

High school degree or GED

Job description

Chase is seeking a Relationship Banker to join a branch in Utah. The role focuses on acquiring, managing, and retaining client relationships with a strong emphasis on hospitality and service quality.

You will educate clients on digital banking tools, tailor product solutions to individual needs, and collaborate with specialists to address complex financial goals while complying with banking regulations.