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JPMorgan Chase3 months ago

Relationship Banker - Village Square Hartland Branch - Hartland, WI

On-site · Hartland, Wisconsin, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking

Job Summary

Relationship Banker at Chase Hartland Branch focuses on building and maintaining client relationships, delivering tailored banking solutions, and educating clients on technology tools (Chase Mobile, Chase.com, ATMs). Responsibilities include proactive client meetings, delivering excellent service, adhering to banking policies, and collaborating with specialists for complex needs. Requires 1+ year sales experience in retail banking or financial services, high school degree or GED, and financial licenses/registrations (SIE, FINRA Series 6, state registration, Life licenses) with licensing support within 180 days. Must be able to work branch hours including weekends; preference for college degree or military experience.

Required Qualifications

  • High school degree or GED required or foreign equivalent
  • The Securities Industry Essential (SIE) exam
  • FINRA Series 6
  • State registration (including 63 if required) and Life licenses
  • All unlicensed applicants must obtain licenses through JPMorganChase’s licensing program within 180 days of hire
  • NMLS registration under the SAFE Act of 2008 (required upon active employment)
  • Ability to work branch hours including weekends and some evenings
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JPMorgan Chase

Relationship Banker - Village Square Hartland Branch - Hartland, WI

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