Relationship Banker - Milwaukee Southwest Market - Waukesha, WI

JPMorgan Chase & Co. • Waukesha, WI

23h • Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the 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, draw on your financial knowledge to recommend solutions that address clients’ needs, and contribute to branch success.

The role is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on JPMC’s review of criminal conviction history, credit reports, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates. Continued employment depends on compliance with applicable Loan Originator requirements and the SAFE Act. NMLS registration or an update to an existing registration is required upon active employment, followed by annual renewals and required updates.

Requirements

• At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing new 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 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 required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are required. Applicants who are not licensed must obtain licenses 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 requirements, including NMLS registration immediately after starting and timely annual renewal and updates.

Nice To Haves

• College degree or military equivalent.
• Experience following 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, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures quickly and accurately; consult with clients and connect them with specialists for more complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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