Relationship Banker: Build Lasting Client Relationships

Testing Site - JPMC; Town of Hartland (WI); On-site; USD 42,000 - 70,000; Full time

Job summary

Chase in Wisconsin seeks a Relationship Banker to welcome clients and provide attentive service using the latest banking solutions. You will build meaningful relationships by understanding needs and offering thoughtful financial options.

The role requires sales experience, strong communication, and the ability to work within regulatory guidelines. You will help clients access Chase Mobile, Chase.com, and ATMs, while collaborating with specialists to address complex needs.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success in establishing new clients.
• Ability to create memorable client experiences and elevate service quality.
• Excellent communication skills, both in person and over the phone, tailoring product features to client needs.
• Ability to resolve client issues with attention to detail and compliance with regulations.

Responsibilities

• Put clients first and exceed their expectations—deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients and proactively meet with them to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand clients and anticipate needs.
• Educate and connect clients to technology solutions such as Chase Mobile App, Chase.com, and ATMs.
• Learn products quickly and effectively to consult on banking solutions and connect clients with specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Client relationships

Communication skills

Financial knowledge

Education

High school diploma or GED

SIE exam

FINRA Series 6

State registration (63)

Job description

Chase in Wisconsin seeks a Relationship Banker to welcome clients and provide attentive service using the latest banking solutions. You will build meaningful relationships by understanding needs and offering thoughtful financial options.

The role requires sales experience, strong communication, and the ability to work within regulatory guidelines. You will help clients access Chase Mobile, Chase.com, and ATMs, while collaborating with specialists to address complex needs.