Relationship Banker: Client-First Financial Solutions Pro

Aumni; Rochester (MN); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health & wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching and more

Job summary

JPMorganChase is seeking a Relationship Banker to represent the Chase brand in a branch, delivering hospitality and proactive financial guidance. You will acquire, manage, and retain client relationships while leveraging digital tools to enhance service and efficiency.

The role emphasizes compliance, licensing requirements, and collaboration with specialists to address complex financial needs. Weekend/evening availability is expected.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school diploma or equivalent; SIE, Series 6, licenses required or within 180 days of hire.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meet with them to build relationships and tailor recommendations.
• Communicate clearly to understand needs and build trust with clients.
• Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures quickly to consult on banking solutions and connect to experts.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Risk & compliance

Licensing requirements

Weekend/evening availability

Education

High school diploma/GED

College degree preferred

Job description

JPMorganChase is seeking a Relationship Banker to represent the Chase brand in a branch, delivering hospitality and proactive financial guidance. You will acquire, manage, and retain client relationships while leveraging digital tools to enhance service and efficiency.

The role emphasizes compliance, licensing requirements, and collaboration with specialists to address complex financial needs. Weekend/evening availability is expected.