Relationship Banking Associate - Elevate Client Experience

Fairygodboss; Traverse City (MI); On-site; USD 38,000 - 64,000; Full time

Job summary

Chase is seeking an Associate Relationship Banker to greet clients, understand financial needs, and provide thoughtful solutions using modern banking tools. You will help clients navigate Chase Mobile App, Chase.com, and ATMs while delivering top-tier service in a branch setting.

The role emphasizes compliance, accurate consultative communication, and building lasting relationships with clients and team of experts.

Qualifications

• Excellent communication skills, both in person and over the phone.
• Ability to create memorable client experiences and tailor banking solutions.
• Ability to follow policies, procedures and regulatory requirements.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Engage in clear, consultative communication to understand client needs and build trust.
• Assist walk-in and scheduled clients in person or by phone to deepen relationships and recommend products.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly to consult on banking solutions and connect clients to specialists.
• Adhere to policies and regulatory banking requirements.

Skills

Customer service

Communication

Problem solving

Attention to detail

Education

High school diploma or GED

Job description

Chase is seeking an Associate Relationship Banker to greet clients, understand financial needs, and provide thoughtful solutions using modern banking tools. You will help clients navigate Chase Mobile App, Chase.com, and ATMs while delivering top-tier service in a branch setting.

The role emphasizes compliance, accurate consultative communication, and building lasting relationships with clients and team of experts.