Relationship Banker - Milwaukee Southwest Market - Waukesha, WI

JPMorganChase • Waukesha, WI

11d • Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create positive client experiences. You acquire, manage, and retain client relationships, using financial knowledge to recommend solutions that address clients’ needs and contribute to branch success.

The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer depends on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants. Continued employment is contingent on complying with the Truth in Lending Act/Dodd-Frank requirements and the SAFE Act, including NMLS registration or updating an existing registration after starting, and completing required annual renewals and updates.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success establishing clients, deepening relationships, and delivering results.
• Ability to create memorable client experiences.
• Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients’ differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail.
• Ability to operate within established risk parameters and meet risk and compliance obligations, including required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants without licenses must obtain them through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and comply with SAFE Act NMLS registration requirements.

Nice To Haves

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

• Provide attentive, friendly service and create a welcoming environment for clients.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend relevant products and services.
• Communicate clearly and consultatively, ask questions, listen, anticipate client needs, and build trust.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures, consult with clients about solutions, and connect them with specialists for more complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Complete required training and comply with internal and external risk and compliance obligations.
• Register with or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete required annual renewals and updates.

What This Job Offers

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