Relationship Banker

About the Role

As a Relationship Banker in a Chase Branch, you will represent Chase's brand and culture, combining the latest banking solutions and financial technology with friendly, attentive service. You will take a lead role in acquiring, managing, and retaining client relationships, using your financial knowledge to offer thoughtful solutions to address their needs.

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, in person and over the phone, to build lasting relationships and understand financial needs
• Engage in clear, consultative communication to understand and help clients; ask questions and listen to anticipate their needs
• Educate and connect clients to technology solutions such as the Chase Mobile App, Chase.com, and ATMs
• Learn products, services, and procedures to effectively consult with clients, and connect them to team experts for specialized financial needs
• Adhere to policies, procedures, and regulatory banking requirements

Required Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or a related industry, with proven success in establishing new clients and deepening relationships
• Excellent communication skills, both in person and over the phone
• Ability to quickly and effectively resolve client issues
• High school degree, GED, or foreign equivalent
• SIE exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses required; unlicensed applicants must obtain licenses within 180 days of hire (study materials and support provided)
• Ability to work branch hours including weekends and some evenings