Relationship Banker: Elevate Client Experiences

JPMorgan Chase; Milwaukee (WI); On-site; USD 42,000 - 66,000; Full time

Job summary

Chase is seeking an Associate Relationship Banker to welcome clients, provide tailored financial solutions, and support bank branches with technology-driven services. You will engage customers in person and by phone, promote Chase solutions, and collaborate with a team of banking experts to meet diverse financial needs.

The role requires strong communication, adherence to regulatory requirements, and flexibility for weekend/evening hours.

Qualifications

• 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.
• 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.
• 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

Excellent communication

Customer service

Relationship building

Risk/compliance awareness

Consultative selling

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking an Associate Relationship Banker to welcome clients, provide tailored financial solutions, and support bank branches with technology-driven services. You will engage customers in person and by phone, promote Chase solutions, and collaborate with a team of banking experts to meet diverse financial needs.

The role requires strong communication, adherence to regulatory requirements, and flexibility for weekend/evening hours.