Relationship Banker: Client-First Financial Solutions

JPMorganChase; Milwaukee (WI); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker to represent our branch culture and deliver hospitality-driven service to clients in Milwaukee. You will acquire, manage, and retain relationships, using financial knowledge to propose thoughtful solutions that address clients' needs.

In this role, you will educate clients on digital tools, stay compliant with banking regulations, and collaborate with experts to tailor recommendations. Weekend and some evenings are required.

Qualifications

• 1+ year of sales experience in retail banking or financial services.
• Ability to create memorable experiences for our clients.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail.
• 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.

Responsibilities

• 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.

Skills

Sales experience

Excellent communication

Customer relationship

Financial knowledge

Problem solving

Regulatory compliance

Education

High school diploma or equivalent

Job description

JPMorganChase is seeking a Relationship Banker to represent our branch culture and deliver hospitality-driven service to clients in Milwaukee. You will acquire, manage, and retain relationships, using financial knowledge to propose thoughtful solutions that address clients' needs.

In this role, you will educate clients on digital tools, stay compliant with banking regulations, and collaborate with experts to tailor recommendations. Weekend and some evenings are required.