Relationship Banker: Elevate Client Experiences & Solutions

Aumni; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent the brand at a Chase Branch in New York, delivering hospitality and proactive financial guidance. The role focuses on acquiring, managing, and retaining client relationships with tailored financial solutions.

You will engage clients in person and by phone, leveraging technology to meet needs while ensuring compliance and service excellence. A licensing path is provided for unlicensed applicants, with training and support throughout the process.

Qualifications

• 1+ year of sales experience in Retail Banking or related fields.
• Ability to create memorable client experiences and elevate service quality.
• Strong 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 diploma or equivalent; regulatory licenses or licensing within 180 days of hire.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build lasting relationships.
• Communicate clearly to understand and anticipate client needs.
• Educate clients about technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures quickly to consult on banking solutions and coordinate with experts.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service excellence

Excellent communication

Regulatory compliance awareness

Relationship building

Education

High school diploma or GED

SIE/Series 6/63 licensing (or eligibility)

Job description

Chase is seeking a Relationship Banker to represent the brand at a Chase Branch in New York, delivering hospitality and proactive financial guidance. The role focuses on acquiring, managing, and retaining client relationships with tailored financial solutions.

You will engage clients in person and by phone, leveraging technology to meet needs while ensuring compliance and service excellence. A licensing path is provided for unlicensed applicants, with training and support throughout the process.