Relationship Banker II — Build Lasting Client Partnerships

Next Frontier Capital

Houston (TX)

On-site

USD 42,000 - 66,000

Full time

14 days+
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Job summary

Chase is seeking a Relationship Banker to deliver warm, consultative service, grow client relationships, and tailor banking solutions. You will engage with customers in-branch and via phone, educate on mobile/app tools, and collaborate with specialists for complex needs.

The role requires licensing compliance and weekend/evening hours. Strong communication, sales experience, and a focus on risk and regulatory adherence are essential for success in this client-facing position in a living

Qualifications

  • 1+ year of sales experience in retail banking or financial services.
  • Ability to create memorable client experiences and tailor product recommendations.
  • Excellent communication to convey features and benefits to diverse clients.
  • Strong attention to detail and problem solving to resolve client issues.
  • Operate within risk parameters and complete required training.
  • Demonstrated licensing requirements or plan to obtain within allowed time.
  • Ability to work branch hours including weekends/evenings.

Responsibilities

  • Put clients first and deliver attentive, friendly service.
  • Manage assigned clients, meet with them in person or by phone to build relationships.
  • Communicate clearly to understand client needs and build trust.
  • Educate clients on technology solutions like mobile app and online banking.
  • Learn products and procedures to consult on banking solutions with team support.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Client service
Communication skills
Issue resolution
Risk/compliance awareness
Education: high school
Licensing: SIE/Series 6/63 etc.
NMLS/SAFE Act readiness

Education

High school diploma or GED
College degree or military equivalent

Job description

Chase is seeking a Relationship Banker to deliver warm, consultative service, grow client relationships, and tailor banking solutions. You will engage with customers in-branch and via phone, educate on mobile/app tools, and collaborate with specialists for complex needs.

The role requires licensing compliance and weekend/evening hours. Strong communication, sales experience, and a focus on risk and regulatory adherence are essential for success in this client-facing position in a living

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