Relationship Banker: Grow Client Relationships & Solutions

JPMorgan Chase; Wauwatosa (WI); On-site; USD 52,000 - 66,000; Full time

Job summary

JPMorgan Chase in Wisconsin is seeking a Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful banking solutions in a busy branch environment.

You will build lasting client relationships, conduct in-person and phone meetings, educate clients on Chase digital tools, and collaborate with specialists to address complex financial needs while complying with risk and regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven client acquisition.
• Excellent communication skills, in person and by phone.
• Ability to build lasting client relationships and tailor product recommendations.
• Ability to comply with risk and regulatory requirements and complete required training.
• SIE, FINRA Series 6, state registration (including 63 if required), and Life licenses required or obtained within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them in person or by phone to build relationships and tailor recommendations.
• Engage in consultative communication to understand client needs.
• Educate clients to use Chase Mobile App, Chase.com, and ATMs for banking needs.
• Learn products and collaborate with experts to address financial needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship management

Communication skills

Regulatory compliance

Problem solving

Education

High school diploma or GED

College degree preferred

Tools

NMLS registration

Job description

JPMorgan Chase in Wisconsin is seeking a Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful banking solutions in a busy branch environment.

You will build lasting client relationships, conduct in-person and phone meetings, educate clients on Chase digital tools, and collaborate with specialists to address complex financial needs while complying with risk and regulatory requirements.