Relationship Banker - East Towne Branch - Madison, WI
On-site · Madison, Wisconsin, United States
Job Summary
Relationship Banker at a Chase Branch focused on building and maintaining client relationships through attentive, consultative service. Responsibilities include meeting with clients in person and by phone, tailoring product and service recommendations, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs), learning and communicating banking solutions, collaborating with experts for specialized needs, and adhering to policies and regulatory requirements. The role emphasizes delivering memorable client experiences, proactive relationship management, and a strong emphasis on compliance and risk parameters.
Required Qualifications
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
- All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire.
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