Relationship Banker: Elevate Client Experiences

Aumni; Torrance (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent our brand at a Chase Branch, delivering welcoming, knowledgeable service and leveraging Chase Mobile App, Chase.com, and ATMs to meet clients' financial needs.

In this role you will acquire, manage, and retain client relationships, tailoring product recommendations while adhering to regulatory requirements and internal policies. Weekend/evening hours may be required.

Qualifications

• Sales experience in Retail Banking or financial services with a track record of acquiring and deepening client relationships.
• Strong communication skills for in-person and phone interactions; ability to tailor product features to client needs.
• Regulatory compliance training and willingness to complete required training; knowledge of risk parameters.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients, meet with them to build lasting relationships and tailor recommendations.
• Communicate clearly to understand needs, anticipate requests, and build trust.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products quickly and connect clients to experts for specialized needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client service

Communication skills

Risk compliance

Time management

Education

High school diploma or GED

Job description

Chase is seeking a Relationship Banker to represent our brand at a Chase Branch, delivering welcoming, knowledgeable service and leveraging Chase Mobile App, Chase.com, and ATMs to meet clients' financial needs.

In this role you will acquire, manage, and retain client relationships, tailoring product recommendations while adhering to regulatory requirements and internal policies. Weekend/evening hours may be required.