Relationship Banker - Minnesota Southern Market

JPMorganChase • Edina, MN

2d

About The Position

As a Relationship Banker in a Chase Branch, you represent Chase’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients address their financial needs. You take a lead role in acquiring, managing, and retaining client relationships, offering thoughtful recommendations and contributing to branch success.

The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Employment and continued employment are contingent on meeting applicable qualification, registration, renewal, and update requirements. Applicants who are not already licensed must obtain required licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

Requirements

• At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable client experiences.
• Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients’ needs.
• Ability to resolve client issues promptly and effectively with attention to detail.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants who lack licenses must obtain them through JPMC’s licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including the employer’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
• Register with NMLS, or update an existing registration, upon starting employment and comply with SAFE Act requirements, including annual renewal and required updates.

Nice To Haves

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

• Put clients first by providing attentive, friendly service and creating a welcoming environment.
• Manage assigned clients and meet with them in person and by phone to build relationships, understand financial needs, and recommend appropriate products and services.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures to consult effectively with clients and connect them with experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED