Relationship Banker

Responsibilities

• Manage and retain client relationships by proactively meeting with them in person and over the phone
• Deliver attentive and friendly service to create a welcoming branch environment
• Provide consultative communication to understand client needs and recommend tailored financial products
• Educate clients on digital banking solutions, including the Chase Mobile App and Chase.com
• Collaborate with internal experts to connect clients with specialized financial services
• Adhere to all banking policies, procedures, and regulatory 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
• Strong communication skills and the ability to resolve client issues with attention to detail
• Ability to work branch hours, including weekends and some evenings

Preferred Qualifications

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

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 serves customers through a wide range of services, including personal banking, credit cards, mortgages, and investment advice. We are committed to creating engaged, lifelong relationships and putting our customers at the heart of everything we do.