Relationship Banker
Chase Inc
Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.Job responsibilitiesPut clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.Adhere to policies, procedures, and regulatory banking requirements.Required qualifications, capabilities, and skills1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.Ability to create memorable experiences for our clients – elevate the client experience.Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.High school degree, GED, or foreign equivalent.The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.Ability to work branch hours including weekends and some evenings.Preferred qualifications, capabilities, and skillsCollege degree or military equivalent.Experience adhering to banking policies, procedures, and regulatory requirements.Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: UsChase 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.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/VeteransAbout the TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
$49.92k - $72.8k
...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define...SuggestedFull timeTemporary workWork experience placementImmediate start$41.6k - $57.99k
..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...SuggestedFull timeImmediate startAfternoon shift- Engaging clients in the lobby to educate about mobile banking and other resources Accurately processing cash transactions Having deep conversations with clients for better financial solutions Following established processes and guidelines Requirements Experience in financial...Suggested
$20 - $22 per hour
...retention Adheres to all policies and procedures of the company Follows operational procedures to include security Relationship Bankers will make our promise of "Service Beyond Expectations" Begins with Me real and believable by following our defined principles...SuggestedHourly payWork at office$45.76k - $62k
...through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on... ...of bank operations, policies and procedures Relationship Banker · The annual base salary for this position is $45,760- $54,2...SuggestedFull timePart timeWork at officeShift workNight shiftWeekend workDay shift- ...Relationship BankerResponsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...Temporary workNight shiftWeekend work
- ...Relationship BankerJob Category: BankingLocation: On site at location listed in job posting.Summary: The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that...Temporary workWork at office
- About this role:Wells Fargo is seeking an Executive Director, Commercial Banking Relationship Manager to drive growth and deepen relationships with middle market and corporate clients with annual revenues ranging from $100 million to $2 billion.This role is responsible...Work experience placement
$21 - $28 per hour
...in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions,...Full timeWork experience placementFlexible hours- ...solutions, and connect customers to specialists, while guiding them through self-service and in-branch transactions. This role emphasizes outbound client outreach, follow-up, and delivering exceptional care to build trusted relationships. #J-18808-Ljbffr Bank of America
- ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
$116k - $229.1k
Position Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective...Local area$200k - $225k
...: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships...Full timePart timeWork at officeLocal areaShift workDay shift- ...CA-WA Private Mortgage Banker (SAFE)Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home... ...are compliant and provide excellent customer serviceBuild relationships focused on affluent borrowers with realtors, builders, financial...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...insurance licenses required. ~ Ability to foster and cultivate relationships with prospective and existing customers. ~ Excellent... ...internal partnering activities including regular branch visits, banker / branch trainings and area meetings. Create strong external...
$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$36k - $85k
...beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the...Full timeWork at officeRemote workHome officeShift work$40k - $120k
...impact in your clients' lives, financial advising may be a good fit for you. By joining an organization where you can use your relationship building skills and your ability to meet and exceed goals, you will have the opportunity to build a world class, client centered...Work experience placement- ...matters. Collaborate with senior attorneys to deliver comprehensive counsel to clients. Contribute to business development and client relationship management. Requirements 3-5 years of experience in leveraged finance transactions at a law firm or in‑house at a financial...
- Patient Financial Counselor Hourly Wage Estimate: 15.46 - 23.19 / hour Learn more about the benefits offered for this job. The estimate displayed represents the typical wage range of candidates hired. Factors that may be used to determine your actual salary may include...Hourly payTemporary workWork at officeMonday to FridayFlexible hours
- ...Financial Advisor As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely...Temporary workWork at office
- ...materials · Paid apprenticeship and a 48-month paid Residency · Office space, laptop, staff support provided at no cost · Mentor relationships · Product specialist support Virginia Asset Management is currently interviewing for inexperienced and experienced advisors...ApprenticeshipWork at office
- ...Planning, Investment Management, Tax Planning, Philanthropy, and Institutions. Founded in 2005, Heritage is rooted in enduring relationships and guided by a multi-generational mindset. With offices in Richmond, VA, Charlottesville, VA, and Pittsburgh, PA, we deliver...Full timeApprenticeshipWork at officeLocal areaRemote workFlexible hours
$66.7k - $76.1k
Community Finance (CF) Loan and Equity Administration Servicing - Associate Global Enterprise Affairs works with many external and internal stakeholders to envision and create a world of greater socioeconomic opportunity through advocating for an inclusive society, building...Permanent employmentFull timePart timeLocal areaImmediate start$125k - $170k
CONSUMER FINANCIAL SERVICES CAREER ASSOCIATE ATTORNEY Locations: CA (Los Angeles, Orange County, San Diego, San Francisco) | GA (Atlanta) | MA (Boston)\ NY (New York) \ VA (Richmond, Virginia Beach)HYBRIDA premier AmLaw 100 firm is seeking a talented Career Associate Attorney...Work at office$42.4k - $67.8k
...best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank’s products and...Full timeWork experience placementFlexible hoursShift work$45.76k - $51.75k
...on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES... ...of bank operations, policies and procedures Universal Banker · The annual base salary for this position is $45,760- $51,7...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift- ...years + of direct client experience within the financial services industry Preferences: Life and Health Excellent telephone service/relationship management skills Proficient in Microsoft Office and web based applications Ability to assist customers in call center...Work experience placementWork at officeImmediate startWork from home
$225k - $365k
Debt Finance Associate Attorney Direct Counsel is seeking a Debt Finance Associate to join a top-tier, nationally recognized law firm's highly regarded Debt Finance practice. This is an exceptional opportunity for attorneys seeking sophisticated work, strong deal flow...Temporary work$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!




