Relationship Banker - Ventura Village - Minneapolis, MN

JPMorgan Chase & Co. • Minneapolis, MN

3d • Onsite

About The Position

At Chase, Relationship Bankers create memorable experiences for clients and employees by building lasting relationships, exceeding expectations, and embracing diversity and inclusion. In a Chase Branch, the Relationship Banker represents the brand and culture through welcoming, attentive service and the use of current banking solutions and financial technology.

The role leads efforts to acquire, manage, and retain meaningful client relationships. Using financial knowledge, the banker identifies client needs, recommends thoughtful solutions, and contributes to branch success. The position is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act.

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 and elevate the client experience.
• Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail and consistent service.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including 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 are minimum requirements. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
• Ability to work branch hours, including weekends and some evenings.
• Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; the employment offer is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
• Must comply with SAFE Act requirements, including successful NMLS registration immediately after starting and timely annual renewal and required updates.

Nice To Haves

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

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment that exceeds client expectations.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Communicate clearly, politely, and consultatively; ask questions and listen to understand client needs, anticipate them, and build trust.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions and connect them with specialists for more complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Work branch hours, including weekends and some evenings.
• Obtain required securities, state, and Life licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
• Register with NMLS or update an existing registration upon active employment, and complete required annual renewals and updates.

What This Job Offers

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