Relationship Banker: Forge Lasting Client Partnerships

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

Job summary

Chase is seeking a Relationship Banker to deliver hospitality-driven service and build lasting client relationships. You will acquire, manage, and retain clients, using financial knowledge to offer thoughtful solutions and connect them with specialists.

Role emphasizes selling in a retail banking environment, educating clients on digital tools, and adhering to regulatory requirements. Weekend/evening availability is expected, with licensing steps required within 180 days.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for clients and elevate service.
• Excellent communication skills, in person and over the phone, tailoring features and benefits to diverse needs.
• Ability to resolve client issues with attention to detail and consistency.
• Operate within risk parameters and complete required training and compliance obligations.
• High school degree or GED.
• Must obtain SIE, FINRA Series 6 and state licenses within 180 days of hire via JPMorganChase licensing program.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed expectations with attentive, friendly service.
• Manage assigned clients and meet with them in person or by phone to build lasting relationships and tailor recommendations.
• Communicate clearly to understand client needs and build trust.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures quickly to consult on banking solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client experience

Communication

Problem solving

Regulatory compliance

High school diploma

Licensing (SIE/Series 6)

Weekend/evening hours

Education

High school diploma, GED or foreign equivalent

SIE exam and FINRA Series 6 license

State registration (63 if required)

Job description

Chase is seeking a Relationship Banker to deliver hospitality-driven service and build lasting client relationships. You will acquire, manage, and retain clients, using financial knowledge to offer thoughtful solutions and connect them with specialists.

Role emphasizes selling in a retail banking environment, educating clients on digital tools, and adhering to regulatory requirements. Weekend/evening availability is expected, with licensing steps required within 180 days.