Relationship Banker: Grow Trusted Client Relationships

Fairygodboss; Moline (IL); On-site; USD 45,000 - 60,000; Full time

Job summary

Chase is seeking a Relationship Banker to join a branch team in Illinois. You will represent the brand with hospitality, acquire and manage client relationships, and offer thoughtful financial solutions to meet clients’ needs.

You will use Chase technology to enhance service and work within regulatory guidelines. The role requires sales experience, strong communication, and the ability to work weekends/evenings.

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 our clients - elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain licenses within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.

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 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 service

Communication skills

Problem solving

Regulatory compliance

Work weekend/evening hours

Education

High school diploma or GED

SIE exam

FINRA Series 6 (or ability to obtain)

State registrations (63 if required)

Life insurance license (preferred)

Job description

Chase is seeking a Relationship Banker to join a branch team in Illinois. You will represent the brand with hospitality, acquire and manage client relationships, and offer thoughtful financial solutions to meet clients’ needs.

You will use Chase technology to enhance service and work within regulatory guidelines. The role requires sales experience, strong communication, and the ability to work weekends/evenings.