Relationship Banker - Washington Centerville - Centerville, OH
On-site · Centerville, Ohio, United States
Job Summary
Relationship Banker at Chase Branch in Centerville, OH focuses on acquiring, managing, and retaining meaningful client relationships by delivering attentive, hospitality-driven service and practical financial solutions. Responsibilities include meeting with clients in person and by phone to understand financial needs, tailoring product and service recommendations, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs) to improve their banking experience, and collaborating with specialists to address complex financial needs while adhering to banking policies, procedures, and regulatory requirements.
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.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
- Ability to work branch hours including weekends and some evenings.
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