Relationship Banker: Elevate Client Experience

Aumni

Chanhassen (MN)

On-site

USD 42,000 - 65,000

Full time

5 days ago
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Benefits offered by this job

Health coverage
On-site health centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

JPMorganChase in the United States seeks a Relationship Banker at a branch. You will represent the brand with hospitality, acquire, manage, and retain client relationships, and recommend financial solutions to help meet client needs.

The role requires understanding banking products, using Chase Mobile, and collaborating with specialists while adhering to risk and regulatory requirements. Weekend/evening hours may be required; the ideal candidate has 1+ year of sales in retail banking and a

Qualifications

  • 1+ year of sales experience in Retail Banking or related industries.
  • Ability to create memorable client experiences.
  • Excellent communication skills for in-person and phone interactions.
  • Ability to resolve client issues with attention to detail and accuracy.
  • Operate within risk parameters and complete required training.
  • SIE exam, FINRA Series 6, and state registrations; Life licenses required or pursued.

Responsibilities

  • Put clients first and deliver friendly, welcoming service.
  • Proactively manage assigned clients and meet with them to build relationships.
  • Communicate clearly to understand needs and tailor product recommendations.
  • Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs).
  • Learn products and collaborate with experts to address financial needs.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Client relationship management
Communication skills
Regulatory compliance

Education

High school diploma/GED
College degree (preferred)

Tools

Chase Mobile App

Job description

JPMorganChase in the United States seeks a Relationship Banker at a branch. You will represent the brand with hospitality, acquire, manage, and retain client relationships, and recommend financial solutions to help meet client needs.

The role requires understanding banking products, using Chase Mobile, and collaborating with specialists while adhering to risk and regulatory requirements. Weekend/evening hours may be required; the ideal candidate has 1+ year of sales in retail banking and a

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