Create an accountChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
Do you have a passion for helping customers, building relationships, and delivering extraordinary customer service? We're looking for energetic, enthusiastic people to be the face of Chase to our retail branch customers.
From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in our Branch Banking team, you’ll take a lead role in delivering an outstanding experience to Chase customers. You’ll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. You’ll contribute to the success of the branch by:
- Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
- Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Adhering to policies, procedures, and regulatory banking requirements
Requirements
- Deliver exceptional customer experience by acting with a customer-first attitude
- Demonstrate ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships
- Exude confidence with clients when sharing product knowledge and solutions
- Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs
- Strong desire and ability to influence, educate, and connect customers to technology
- Possess drive, initiative, and knowledge to provide financial options for customers using a consultative approach
- Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together
- Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
- Professional, thorough, and organized with strong follow-up skills
- Engage and partner with team members and other lines of business to offer most appropriate products
- Retail banking sales, or
- Financial services sales, or
- Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
- College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required
- Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
- Ability to work branch hours, including weekends and some evenings
- Compliance with Dodd Frank/Truth in Lending Act
