Relationship Banker- Edina - Edina, MN
On-site · Edina, Minnesota, United States
Job Summary
Relationship Banker position at Chase in Edina, MN focusing on building and managing client relationships, delivering proactive financial solutions, guiding clients through digital tools like Chase Mobile App and Chase.com, and ensuring compliance with banking regulations. Responsibilities include meeting with clients in person and by phone, understanding financial needs, tailoring product recommendations, delivering attentive service, and collaborating with the team of banking experts to address specialized financial needs.
Required Qualifications
- 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results
- High school degree, GED, or foreign equivalent
- Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMorganChase’s licensing program within 180 days of hire
- Ability to work branch hours including weekends and some evenings
- NMLS registration and SAFE Act compliance requirements for loan originators
- Note: Contingent on regulatory licensing and compliance requirements for banking roles
Additional Requirements
- Must obtain licenses and registrations as required by regulatory bodies (SIE, FINRA, NMLS) within specified timelines
- Employment contingent on criminal history, credit reports, and regulatory checks per bank policy
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