Relationship Banker - Minnesota Northern Market
About The Position
At Chase, Relationship Bankers create memorable experiences for clients and employees by making them feel welcomed, valued, and understood. They build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. In a Chase branch, the Relationship Banker represents the brand and culture through hospitality, using current banking solutions and financial technology alongside friendly, attentive service. The role leads efforts to acquire, manage, and retain meaningful client relationships, applying financial knowledge to offer thoughtful solutions that address clients’ needs, make their lives easier, and contribute to branch success.
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 a consistent client experience.
- 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, state registration (including Series 63 if required), and Life licenses are minimum requirements. Applicants who are not licensed must obtain the 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. Employment 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 register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting employment, and complete timely annual renewal and required updates. Continued employment is contingent on compliance.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Put clients first and exceed their expectations by delivering attentive, friendly service and creating a welcoming environment.
- Manage assigned clients and proactively meet with them in person and by phone to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs, building trust.
- Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Quickly and accurately learn products, services, and procedures to consult with clients about banking solutions and connect them with team experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
