Relationship Banker: Build Lasting Client Partnerships

JPMorganChase; City of Pewaukee (WI); Vor Ort; USD 50.000 - 80.000; Vollzeit

Zusammenfassung

JPMorganChase is seeking a Relationship Banker to join our branch team in Wisconsin. The role focuses on welcoming clients, understanding their financial needs, and delivering thoughtful solutions using digital tools such as Chase Mobile App and Chase.com.

You will build lasting relationships by providing exceptional service and expert guidance. As part of the team, you will acquire, manage, and retain clients while ensuring compliance with banking regulations.

Qualifikationen

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail and to work within risk parameters.

Aufgaben

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients and meet with them to build lasting relationships.
• Educate clients on technology solutions and banking products.
• Consult with clients to address financial needs and coordinate with specialists.
• Adhere to banking policies, procedures, and regulatory requirements.

Kenntnisse

Sales experience

Customer service

Communication skills

Regulatory compliance

Ausbildung

High school diploma

SIE license

Series 6/63 licenses

State registration

Jobbeschreibung

JPMorganChase is seeking a Relationship Banker to join our branch team in Wisconsin. The role focuses on welcoming clients, understanding their financial needs, and delivering thoughtful solutions using digital tools such as Chase Mobile App and Chase.com.

You will build lasting relationships by providing exceptional service and expert guidance. As part of the team, you will acquire, manage, and retain clients while ensuring compliance with banking regulations.