Relationship Banker - Whitney Odana Branch - Madison, WI
On-site · Madison, Wisconsin, United States
Job Summary
Relationship Banker at Chase Branch in Madison, WI, focused on building and maintaining client relationships by understanding financial needs and offering appropriate banking solutions. Responsibilities include meeting with clients in person and by phone, delivering attentive service, educating clients on technology solutions (Chase Mobile App, Chase.com, ATMs), quickly learning products and procedures, collaborating with specialists for complex financial needs, and adhering to policies, procedures, and regulatory requirements.
Required Qualifications
- 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results
- High school degree, GED, or foreign equivalent
- Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain licenses within 180 days of hire
- Ability to work branch hours including weekends and some evenings
- NMLS registration under SAFE Act required upon active employment; compliance with SAFE Act and annual renewals
Additional Requirements
- Any felony conviction within the last seven years will disqualify from consideration
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