Relationship Banker — In-Branch Concierge & FinTech Expert

Aumni; Colorado; On-site; USD 42,000 - 64,000; Full time

Job summary

Chase is seeking an Associate Relationship Banker to welcome clients in our branches, applying financial knowledge to offer thoughtful solutions and help address their financial needs. You will represent the brand with hospitality and contribute to branch success.

You will assist walk-in and scheduled clients by phone and in person, learn products quickly, follow policies and regulatory requirements, and collaborate with specialists for complex needs. Weekend/evening hours may be required.

Qualifications

• High school degree, GED, or foreign equivalent.
• Able to work branch hours including weekends and some evenings.
• Excellent communication and client service skills.
• Ability to resolve client issues with attention to detail.
• Knowledge of banking products and services.
• Follow banking policies and regulatory requirements.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Engage in clear, polite, consultative communication to help clients and build trust – ask questions and listen to understand, anticipate their needs.
• Assist walk-in and scheduled clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• 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

Customer service

Communication skills

Problem solving

Regulatory compliance

Time management

Education

High school degree

College degree

Job description

Chase is seeking an Associate Relationship Banker to welcome clients in our branches, applying financial knowledge to offer thoughtful solutions and help address their financial needs. You will represent the brand with hospitality and contribute to branch success.

You will assist walk-in and scheduled clients by phone and in person, learn products quickly, follow policies and regulatory requirements, and collaborate with specialists for complex needs. Weekend/evening hours may be required.