Relationship Banker: Elevate Client Experience & Solutions

Aumni; New York (NY); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Chase is seeking a Relationship Banker to represent our brand in aBranch setting, delivering hospitality and tailored financial solutions. You will acquire, manage, and retain client relationships while leveraging Chase technology to enhance service quality and efficiency.

The role requires regulatory awareness, sales experience, and flexible hours, including weekends. You will work with a team of banking specialists to address clients’ financial needs.

Qualifications

• 1+ year of sales experience in Retail Banking or related industry.
• Ability to create memorable client experiences.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree or equivalent.
• SIE exam, FINRA Series 6, state registration and Life licenses required within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive service.
• Meet with clients in person and by phone to build relationships and tailor recommendations.
• Communicate clearly to understand needs and build trust.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures to consult on banking solutions with experts.
• Adhere to regulatory and internal policies.

Skills

Sales experience

Client relations

Communication skills

Risk and compliance

Phone and in-person consultations

Problem solving

Education

High school degree or equivalent

Tools

SIE exam

FINRA Series 6 (or equivalent)

Life licenses (where required)

Job description

Chase is seeking a Relationship Banker to represent our brand in aBranch setting, delivering hospitality and tailored financial solutions. You will acquire, manage, and retain client relationships while leveraging Chase technology to enhance service quality and efficiency.

The role requires regulatory awareness, sales experience, and flexible hours, including weekends. You will work with a team of banking specialists to address clients’ financial needs.