Relationship Banker - Lindon - Lindon, Ut
On-siteLindon, Utah, United States
Lindon, Utah, United StatesOn-siteFull TimeHigh School Or EquivalentFinancial ServicesEnterprise
Full TimeHigh School Or EquivalentEnterpriseFinancial Services
Job Summary
Deliver attentive, friendly service to clients while managing assigned relationships through in-person and phone interactions. Proactively meet with clients to understand their financial needs, tailor product recommendations, and educate them on technology solutions like the Chase Mobile App and ATMs. Ask consultative questions to build trust, connect clients to specialized experts, and ensure compliance with regulatory banking requirements and risk parameters. Work branch hours including weekends and evenings to exceed client expectations and contribute to branch success.
Required Qualifications
- 1+ 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
- Ability to work branch hours including weekends and some evenings
Desired Qualifications
- College degree or military equivalent
- Experience adhering to banking policies, procedures, and regulatory requirements
- Dodd Frank/Truth in Lending Act
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