Branch Relationship Banker: Elevate Client Experience

Aumni

Town of Sun Prairie (WI)

On-site

USD 42,000 - 64,000

Full time

7 days ago
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Benefits offered by this job

Health insurance
Retirement savings plan
Tuition reimbursement
Mental health support

Job summary

Chase, a JPMorgan Chase brand, is seeking an Associate Relationship Banker to welcome clients, deliver thoughtful financial solutions and provide high-touch service in a branch setting.

You will guide customers through banking options, leverage digital tools for smooth experiences, and collaborate with specialists to address complex needs. The role emphasizes compliance, risk awareness, and a strong service mindset.

Qualifications

  • Clients first mindset with ability to elevate the client experience.
  • Clear, polite communication to tailor features and benefits to clients' needs.
  • Ability to quickly resolve client issues with attention to detail and risk/compliance.

Responsibilities

  • Put clients first and exceed expectations with attentive, friendly service.
  • Engage in consultative communication to build trust and understand needs.
  • Assist walk-in and scheduled clients in person and over the phone to build lasting relationships and tailor recommendations.
  • Educate clients on technology solutions (Chase Mobile App, Chase.com, ATMs) for convenient banking.
  • Learn products, services and procedures quickly to consult on banking solutions and connect clients to specialists.
  • Adhere to policies, procedures and regulatory banking requirements.

Skills

Client service excellence
Excellent communication
Problem solving
Regulatory/compliance awareness
Sales experience in retail/financial

Education

High school diploma or GED
College degree or military equivalent

Job description

Chase, a JPMorgan Chase brand, is seeking an Associate Relationship Banker to welcome clients, deliver thoughtful financial solutions and provide high-touch service in a branch setting.

You will guide customers through banking options, leverage digital tools for smooth experiences, and collaborate with specialists to address complex needs. The role emphasizes compliance, risk awareness, and a strong service mindset.

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