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About the Role

As a Relationship Banker, you will represent the Chase brand by providing exceptional hospitality and financial solutions. You will play a key role in acquiring, managing, and retaining client relationships by leveraging financial knowledge and cutting-edge technology to meet client needs and contribute to branch success.

Responsibilities

• Deliver attentive and friendly service to create a welcoming environment.
• Manage assigned clients through proactive in-person and phone meetings to build lasting relationships.
• Understand financial needs and tailor product and service recommendations.
• Engage in consultative communication to build trust and anticipate client needs.
• Educate clients on technology solutions including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to effectively consult with clients.
• Collaborate with internal experts to address specialized financial needs.
• Adhere to all policies, procedures, and regulatory banking requirements.

Requirements

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Proven success in establishing new clients and deepening relationships.
• Ability to work branch hours including weekends and some evenings.
• High school degree, GED, or foreign equivalent.
• Possession of or ability to obtain SIE, FINRA Series 6, state registration (including 63), and Life licenses within 180 days of hire.
• Subject to Dodd Frank/Truth in Lending Act qualification requirements.
• Subject to NMLS registration under the SAFE Act of 2008.
• Employment contingent on review of criminal history, credit report, and NMLS information.

Skills

• Client relationship management
• Consultative communication
• Financial product knowledge
• Problem resolution
• Attention to detail
• Risk and compliance management

Work Type

• Full-time

Experience Level

• 1+ year of sales experience

Education Level

• High school degree or GED
• College degree or military equivalent preferred

Salary/Compensations

• Competitive base salary
• Commission-based pay and/or discretionary incentive compensation for eligible roles

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

About the Company

• Leading financial services firm serving nearly half of America’s households and small businesses.
• Consumer & Community Banking division provides personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing.

Equal Opportunity

• Equal opportunity employer committed to diversity and inclusion.
• Do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other protected attribute.
• Provide reasonable accommodations for religious practices, beliefs, and disability needs.