Relationship Banker

Responsibilities

• Deliver attentive and friendly service to create a welcoming environment for all clients.
• Manage assigned client relationships through proactive in-person and phone outreach to understand financial needs.
• Provide consultative communication to recommend tailored products and services that build trust.
• Educate clients on digital banking solutions, including the Chase Mobile App, Chase.com, and ATM technologies.
• Collaborate with internal experts to connect clients with specialized financial solutions.
• Adhere to all established policies, procedures, and regulatory banking requirements.

Requirements

• 1+ year of sales experience in Retail Banking, Financial Services, or a related industry.
• High school degree, GED, or foreign equivalent.
• Ability to obtain SIE, FINRA Series 6, state registration, and Life licenses within 180 days of hire.
• Proven ability to communicate effectively and resolve client issues with attention to detail.
• Ability to work branch hours, which includes weekends and some evenings.

Preferred Qualifications

• College degree or military equivalent.
• Previous experience adhering to strict banking policies, procedures, and regulatory requirements.

Benefits

• Competitive total rewards package including base salary and potential incentive compensation.
• Comprehensive health care coverage.
• Retirement savings plans.
• Tuition reimbursement and mental health support.
• Financial coaching and other employee wellness programs.

About the Company

Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals. Our Consumer & Community Banking division provides a wide range of services, including personal banking, credit cards, mortgages, and investment advice, all while maintaining a focus on industry-leading customer satisfaction.