Relationship Banker: Elevate Client Experience & Solutions

Next Frontier Capital; Wauwatosa (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

And more

Job summary

JPMorganChase is seeking a Relationship Banker to deliver hospitality-driven service in a Chase branch in Wisconsin. You will manage client relationships, tailor financial solutions, and promote digital banking tools while working within regulatory guidelines.

The role requires financial services experience, licensing requirements, and weekend/evening hours. The company offers a comprehensive rewards package and a diverse, inclusive environment.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for our clients - elevate the client experience.
• 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.

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

Client communication

Problem solving

Regulatory awareness

Customer service

Education

High school diploma or GED

Tools

NMLS

Job description

JPMorganChase is seeking a Relationship Banker to deliver hospitality-driven service in a Chase branch in Wisconsin. You will manage client relationships, tailor financial solutions, and promote digital banking tools while working within regulatory guidelines.

The role requires financial services experience, licensing requirements, and weekend/evening hours. The company offers a comprehensive rewards package and a diverse, inclusive environment.