Associate Relationship Banker - Milwaukee Southwest Market - Milwaukee, WI

JPMorgan Chase & Co. • Milwaukee, WI

1d • Onsite

About The Position

As an Associate Relationship Banker in a Chase Branch, you will represent the Chase brand and culture through welcoming, attentive service and the use of banking solutions and financial technology. You will assist clients who visit the branch, use your financial knowledge to identify thoughtful solutions for their needs, and contribute to the success of the branch.

The position includes helping walk-in and scheduled clients in person and over the phone, recommending relevant products and services, and connecting clients with digital banking tools and specialist colleagues. You will learn banking products, services, and procedures and comply with applicable policies, procedures, and regulatory requirements.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including a review of relevant background and financial information. It also requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment is contingent on compliance with applicable registration, renewal, and update requirements.

Requirements

• Ability to create memorable client experiences and elevate the client experience.
• Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
• Register with or update registration in the NMLS under the SAFE Act after starting employment, and comply with annual renewal and update requirements.

Nice To Haves

• At least 1 year of sales experience in retail, financial services, or a related industry, with demonstrated success establishing new clients, deepening relationships, and delivering results.
• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment that exceeds client expectations.
• Communicate clearly and politely, ask questions, listen to understand, and anticipate client needs.
• Assist walk-in and scheduled clients in person and over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions.
• Collaborate with and connect clients to team experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED