Relationship Banker: Trust-Focused Financial Advisor

JPMorgan Chase; Cottage Grove (MN); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase in Minnesota seeks a Relationship Banker at a Chase Branch to deliver hospitality, build lasting client relationships, and connect customers with banking solutions using Chase Mobile App and digital tools.

You will manage assigned clients, meet with them in person or by phone, educate about products, and comply with policies while collaborating with specialists to address complex financial needs.

Qualifications

• Must have 1+ year of sales/retail banking experience.
• Ability to deliver memorable client experiences.
• Excellent in-person and phone communication.
• Strong at resolving client issues with attention to detail.
• Comply with risk, regulatory, and licensing requirements.
• HS diploma or equivalent; licenses must be obtained within 180 days.
• Willingness to work weekends/evenings.

Responsibilities

• Put clients first and exceed expectations with friendly service.
• Manage assigned clients, meeting with them in person and by phone to build relationships.
• Tailor product and service recommendations to client needs.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly to consult on banking solutions.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship management

Communication skills

Regulatory compliance awareness

Time management

Education

High school diploma or GED

SIE exam

FINRA Series 6

State registration (63 if required)

Life licenses

NMLS registration (SAFE Act)

Job description

JPMorgan Chase in Minnesota seeks a Relationship Banker at a Chase Branch to deliver hospitality, build lasting client relationships, and connect customers with banking solutions using Chase Mobile App and digital tools.

You will manage assigned clients, meet with them in person or by phone, educate about products, and comply with policies while collaborating with specialists to address complex financial needs.