Client Relationship Associate

Job Title:

Client Relationship Associate
Department:
Branch Banking

Job Location:

Onsite, McLean, VA (just outside Washington, DC)

Reports to:

Banking Office Manager

Chain Bridge Bank, N.A. is a nationally chartered bank headquartered in McLean, Virginia, offering a comprehensive range of commercial and consumer banking services, including traditional deposit accounts, mortgages, loans, and trust & wealth management. The bank combines personal service with technology and strictly complies with financial and regulatory standards.

The Client Relationship Associate is primarily responsible for delivering outstanding client service to all bank clients, maintaining and nurturing strong client relationships, ensuring prompt and accurate support, and delivering a seamless in-branch and remote banking experience. The role includes performing essential teller functions to support daily branch operations, with some business development tasks.

• Client Service Relationship Management
• Serve as the primary point of contact for clients, addressing inquiries and resolving issues with professionalism and efficiency.
• Proactively engage with clients to understand their banking needs, provide personalized guidance, and recommend additional services.
• Answer incoming phone calls promptly and professionally, and compose clear, effective emails daily.
• Regularly review client feedback to identify areas for improvement and ensure client satisfaction.
• Serve as a knowledgeable resource on the bank’s financial technology platforms and product offerings.
• Teller Responsibilities
• Process routine transactions—including deposits, withdrawals, check cashing, and loan payments—accurately and in compliance with bank policies.
• Maintain and balance the cash drawer daily.
• Verify customer identification, monitor for potential fraud, and provide prompt assistance at the teller window.
• Operational Responsibilities
• Collect and organize all necessary documents for complete account packages, ensuring accurate electronic record‑keeping of client communications.
• Use the bank’s core systems for account openings, maintenance, and service provision.
• Follow all bank policies and procedures to ensure regulatory compliance.
• Other Duties
• Collaborate with all departments to support a unified client service approach.
• Maintain up-to-date knowledge of the bank’s products and related services (e.g., lending and trust).
• Participate in ongoing training and professional development.
• Assist with business development initiatives as needed, focusing on client service opportunities.

• Preferred:
  Experience in client service, relationship management, or teller operations.
• Bachelor’s degree is a plus.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office tools (Word, Excel, Outlook, etc.).
• Strong multitasking abilities and meticulous attention to detail.

Complying with all applicable safety and soundness and consumer compliance laws and regulations, taking the annually required consumer compliance courses, and adhering to the policies and procedures that facilitate compliance will all be factors considered when evaluating individual performance. Individual performance is rewarded in annual salary adjustments. Bank compliance with laws and regulations is a factor considered in the calculation of incentive compensation.

The ratings that the Bank receives from its regulators and its auditors are factored into the annual incentive compensation calculation. Your adherence to these laws and regulations and the policies and procedures that support them directly affects the Bank’s compliance. Annual incentive compensation rewards team performance. An employee will not be eligible for incentive compensation unless he/she take the consumer compliance courses required of all employees and all the required consumer compliance courses for his/her job description or job responsibilities by the end of each calendar year.

All required consumer compliance courses for the applicable year will be outlined in the Compliance Management Program, made available to all employees.