Relationship Banker

Responsibilities

• Manage and retain client relationships by offering tailored financial solutions and attentive service.
• Proactively meet with assigned clients in person and over the phone to understand their financial needs.
• Educate clients on digital banking technology, including the Chase Mobile App and Chase.com.
• Consult with clients to recommend appropriate products and services while building long-term trust.
• Collaborate with internal experts to connect clients with specialized financial solutions.
• 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.
• Excellent 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 strict banking policies 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 backup childcare options.

About the Company

Chase is a leading financial services firm helping millions of 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, combining cutting-edge technology with personalized service.