Relationship Banker: Grow Meaningful Client Partnerships

Fairygodboss; San Francisco (CA); On-site; USD 60,000 - 78,000; Full time

Job summary

Chase is hiring a Relationship Banker to deliver friendly, service‑driven banking experiences. You will manage client relationships, explain banking solutions, and promote digital tools like Chase Mobile App and Chase.com to meet financial goals.

The role requires regulatory awareness, licensing where needed, and flexible hours, including weekends and some evenings, to support branch performance and customer needs.

Qualifications

• 1+ year of sales experience in Retail Banking or financial services.
• Strong focus on delivering memorable client experiences.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Knowledge of banking products and services.
• Must meet regulatory and licensing requirements.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer experience

Communication skills

Problem solving

Regulatory/compliance awareness

Flexible schedule

Education

High school diploma or GED

Bachelor's degree or military equivalent

Tools

Chase Mobile App

Chase.com

ATM network

Job description

Chase is hiring a Relationship Banker to deliver friendly, service‑driven banking experiences. You will manage client relationships, explain banking solutions, and promote digital tools like Chase Mobile App and Chase.com to meet financial goals.

The role requires regulatory awareness, licensing where needed, and flexible hours, including weekends and some evenings, to support branch performance and customer needs.