Relationship Banker: Client-Centered Financial Advisor

JPMorgan Chase & Co.; Fitchburg (WI); On-site; USD 42,000 - 76,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks an Associate Relationship Banker for our branch to represent our brand with hospitality.

You will welcome clients, apply financial knowledge to offer thoughtful solutions, and help address their financial needs while contributing to branch success. You will guide clients to technology tools like Chase Mobile App and ATMs, learn products quickly, and collaborate with our team of experts to handle complex needs.

Qualifications

• High school degree, GED, or foreign equivalent.
• 1+ year of sales experience in Retail, Financial Services, or related industries.
• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Engage in clear, polite, consultative communication to help clients and build trust – ask questions and listen to understand, anticipate their needs.
• Assist walk-in and scheduled clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• 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.

Skills

Client experience

Communication skills

Issue resolution

Banking policy knowledge

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks an Associate Relationship Banker for our branch to represent our brand with hospitality.

You will welcome clients, apply financial knowledge to offer thoughtful solutions, and help address their financial needs while contributing to branch success. You will guide clients to technology tools like Chase Mobile App and ATMs, learn products quickly, and collaborate with our team of experts to handle complex needs.