Relationship Banker: Grow Lasting Client Partnerships

JPMorganChase; Wauwatosa (WI); On-site; USD 42,000 - 66,000; Full time

Job summary

JPMorganChase in Wisconsin seeks a Relationship Banker to represent the brand and cultivate meaningful client relationships. You will engage clients in person and by phone, offering tailored financial solutions, and guiding them through digital banking tools.

The role emphasizes hospitality, compliance, and using technology to enhance client service, with hours that include weekends and some evenings.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree or GED or foreign equivalent.
• Licensing: SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses; license program within 180 days.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build lasting relationships.
• Communicate clearly to tailor product and service recommendations.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, ATMs.
• Learn products and collaborate with specialists to address financial needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client service

Communication

Risk & compliance awareness

Flexibility

Education

High school degree or GED

Tools

NMLS registration

SIE exam

FINRA Series 6

Job description

JPMorganChase in Wisconsin seeks a Relationship Banker to represent the brand and cultivate meaningful client relationships. You will engage clients in person and by phone, offering tailored financial solutions, and guiding them through digital banking tools.

The role emphasizes hospitality, compliance, and using technology to enhance client service, with hours that include weekends and some evenings.