Relationship Banker - West Hills - West Hills, CA
On-site · West Hills, California, United States
Job Summary
Relationship Banker at Chase in West Hills, CA focused on acquiring, managing, and retaining client relationships using financial knowledge to tailor product and service recommendations. Responsibilities include delivering attentive and friendly service, meeting with clients in person and by phone, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs), learning products and procedures quickly, collaborating with a team of experts for specialized financial needs, and adhering to banking policies, procedures, and regulatory requirements. Qualifications emphasize 1+ year sales track record in financial services, strong client-first communication, problem resolution, risk compliance, and ability to obtain required licenses; high school degree or equivalent required, with preferred college degree and licensing pathways outlined.
Required Qualifications
- High school degree, GED, or foreign equivalent
- 1+ year of sales experience in Retail Banking, Financial Services, or related industries
- Excellent communication skills (in person and over the phone)
- Ability to resolve client issues with attention to detail
- Ability to work within risk parameters and complete required training
- Licensing requirements: SIE, FINRA Series 6, state registrations; Life licenses; and licensing program within 180 days of hire
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.