Client Relationship Banker – Growth & Solutions

Testing Site - JPMC; Madison (WI); On-site; USD 42,000 - 62,000; Full time

Job summary

JPMorgan Chase & Co. in Madison, WI seeks a Relationship Banker to greet clients, build lasting relationships, and provide tailored financial solutions. You will use technology tools to enhance service and advise on banking products while upholding regulatory standards.

The role requires strong communication, sales history, and flexible hours, including weekends. Training and licensing support are provided to enable progression within the branch network.

Qualifications

• 1+ year of sales experience in Retail Banking or related industry.
• Ability to deliver memorable client experiences and tailor product benefits.
• Strong communication skills for in-person and phone interactions.
• Ability to comply with risk, regulatory, and licensing requirements.
• Willingness to work branch hours including weekends/evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build relationships.
• Communicate clearly to understand needs and offer solutions.
• Educate clients on technology solutions like mobile apps and online banking.
• Learn products quickly and collaborate with team of experts.

Skills

Sales experience

Excellent communication

Customer service

Regulatory compliance

Time management

Education

High school diploma

SIE exam

FINRA Series 6 license / state registration

Tools

NMLS registration

Job description

JPMorgan Chase & Co. in Madison, WI seeks a Relationship Banker to greet clients, build lasting relationships, and provide tailored financial solutions. You will use technology tools to enhance service and advise on banking products while upholding regulatory standards.

The role requires strong communication, sales history, and flexible hours, including weekends. Training and licensing support are provided to enable progression within the branch network.