Relationship Banker: Build Lasting Client Partnerships

JP Morgan Chase; Wauwatosa (WI); Presencial; USD 42.000 - 62.000; Jornada completa

Descripción de la vacante

JPMorganChase in Wauwatosa, WI is seeking a Relationship Banker to build and manage meaningful client relationships in a branch setting, greeting clients and tailoring product recommendations using modern banking tools. The role requires sales experience, strong communication, and the ability to work weekends or evenings.

You will pursue required licenses (SIE, FINRA Series 6, Life) within 180 days and ensure compliance with banking regulations while delivering a warm, accessible banking

Formación

• 1+ year of sales experience in Retail Banking or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The 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 JPMC’s licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

Responsabilidades

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Conocimientos

Relationship management

Sales experience

Customer service

Communication skills

Regulatory compliance awareness

Educación

High school diploma or GED

Descripción del empleo

JPMorganChase in Wauwatosa, WI is seeking a Relationship Banker to build and manage meaningful client relationships in a branch setting, greeting clients and tailoring product recommendations using modern banking tools. The role requires sales experience, strong communication, and the ability to work weekends or evenings.

You will pursue required licenses (SIE, FINRA Series 6, Life) within 180 days and ensure compliance with banking regulations while delivering a warm, accessible banking