Relationship Banking Advisor

JPMorgan Chase & Co.; West Allis (WI); On-site; USD 42,000 - 56,000; Full time

Job summary

JPMorgan Chase & Co. in Wisconsin West Allis seeks an Associate Relationship Banker at a Chase Branch to welcome clients, understand financial needs, and offer thoughtful solutions using banking products and technology.

You will help clients in person and by phone, educate them on Chase Mobile App and Chase.com, and collaborate with specialists to address complex financial needs while adhering to regulatory requirements and branch policies.

Qualifications

• Provide attentive, friendly service and create a welcoming branch environment.
• Communicate clearly to tailor product benefits to clients' needs.
• Assist walk-in and scheduled clients in person and by phone.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and collaborate with experts to address needs.
• Adhere to banking policies, procedures, and regulatory requirements.
• Must have high school degree; able to work weekends/evenings.

Responsibilities

• Put clients first and exceed expectations with welcoming service.
• Engage in consultative communication to understand needs.
• Assist clients to build lasting relationships and tailor recommendations.
• Educate clients on mobile and online banking tools.
• Learn products quickly and connect with specialists for complex needs.
• Follow risk, compliance and training requirements.

Skills

Customer service

Communication skills

Problem solving

Compliance awareness

Multitasking

Time management

Education

High school diploma

Job description

JPMorgan Chase & Co. in Wisconsin West Allis seeks an Associate Relationship Banker at a Chase Branch to welcome clients, understand financial needs, and offer thoughtful solutions using banking products and technology.

You will help clients in person and by phone, educate them on Chase Mobile App and Chase.com, and collaborate with specialists to address complex financial needs while adhering to regulatory requirements and branch policies.