Relationship Banker -Greater Milwaukee Northside Branches - Fox Point, WI
Wisconsin Psychiatric Association
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job Responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required Qualifications, Capabilities, and Skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. 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, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred Qualifications, Capabilities, and Skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase online application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer/Disability/Veterans We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans #J-18808-Ljbffr
$21 - $28 per hour
...Relationship Banker Wintrust provides community and commercial banking, specialty finance and... ...clients in all 50 states with more than 200 branch banking locations in Illinois,... ...commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key...SuggestedHourly payFull timeTemporary workFlexible hoursShift work$60k
...Personal Banker – To $60K – Milwaukee, WI – Job # 3581 Who We Are The Symicor Group is a boutique... ...functions while maintaining positive relationships with coworkers and customers. The... ...who you are, but merely the starting point for your future. You also bring...SuggestedWork at office$23 per hour
...Personal Banker – To $23/hr – Milwaukee, WI – Job # 3685B Who We Are The Symicor Group is a boutique... ...while maintaining positive relationships with coworkers and customers. The... ...who you are, but merely the starting point for your future. You also bring...SuggestedHourly payLocal area- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers... ...and valued by building lasting relationships, doing the right thing, exceeding expectations... ...in Branch Banking, you are the main point of contact for a select group of Chase...SuggestedImmediate startAfternoon shift
$50k
Sr. Personal Banker – Up to $50K – Milwaukee, WI – Job # 2203 Who We Are The Symicor Group is a boutique... ...developing new and existing client accounts relationships through educating prospects and... ...you are, but merely the starting point for your future. You also bring...SuggestedWork at office- ...Entry Level – Financial Advisor - WI, Milwaukee (2636) ( PIN_15373 ) Primary Location : UNITED STATES-WI-Milwaukee Organization... ...financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In...Work experience placementWork at officeLocal areaFlexible hours
$17 - $28.96 per hour
...hires. Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional... ...0 E Silver Spring Dr Whitefish Bay, WI Key Accountabilities... ...operational integrity and compliance of the branch, adhering to all policies and regulations...Hourly payImmediate start- ...The Wisconsin Psychiatric Association Inc seeks a dedicated Relationship Banker to provide exceptional service and build client relationships in Fox Point, Wisconsin. In this role, you will prioritize client needs, manage accounts, and address financial questions effectively...
- ...Private Client Banker You have a passion for taking care of our customers and... ...and valued by building lasting relationships, doing the right thing, exceeding expectations... .... As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of...Immediate startAfternoon shift
$17 - $29.75 per hour
Relationship Banker Job Locations US-WI-Milwaukee Category/Function Retail Banking Center Position Type Regular Full-Time Requisition ID... ...with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve...Full timeImmediate start$45k - $100k
...you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors... ...professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Business Banking Relationship Manager - Milwaukee, WI Milwaukee, Wisconsin To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior...Temporary workWork experience placementWork at officeFlexible hoursShift workDay shift
- ...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make...
$23.75 - $29.03 per hour
...at—all from Day One. Job Description Part-time 20 Hours Client Relationship Consultants build relationships with customers, engaging them... ...basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer...Temporary workPart timeLocal area$41.71k - $65k
...best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the... ...business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves...Contract workPart timeLocal areaImmediate startDay shift$24 per hour
...Personal Banker - Pay Starting at $24+ DOE LinkedIn... ...Workplace thirteen times by the Milwaukee Journal Sentinel. As a mutual... ...Proactively develop client relationships through the effective use of... ...referrals to the appropriate branch personnel. * Sells credit life...Full timeTemporary workBank staffWork at officeLocal areaDay shift- ...Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday... ...Location(s): ~6130 W National Ave, West Allis, WI 53214 Posting End Date: 5 Jun 2026...Work experience placementFlexible hours
- ...Senior Universal Banker (Personal Banker) At Summit Credit Union, we're all about... ...a Senior Universal Banker at our West Milwaukee branch, you'll be at the center of that... ...decisions, and long-term goals. Build relationships that create lifelong members through...Work at officeLocal area
- ...company’s success. As a(n) Personal Banker within PNC's Retail Banking organization... ..., you will be based in West Allis, WI at the West Allis Branch. PNC is an in-office company that... ...to acquire, expand and retain relationships. Creates customer loyalty and grows...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$41.71k - $65k
...best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the... ...business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves...Contract workPart timeLocal areaImmediate startDay shift$61k - $119k
...'s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life... ...Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three...Full timeContract workFor contractorsWork at office- ...looking to hire 4 total Associate Wealth Advisors with a start date of June 1st in the following locations: • Milwaukee, WI • Eau Claire, WI • Stevens Point, WI Summary: This role provides centralized financial planning support to advisors across the firm. You...Local areaFlexible hours
$25 - $27.88 per hour
Bank of America is seeking a motivated client-facing professional in Westford, WI. The role involves assisting clients with banking transactions, building relationships, and ensuring adherence to regulations. Candidates should be enthusiastic, detail-oriented, and possess...Hourly pay- JPMorgan Chase & Co. is seeking a Private Client Banker in Germantown, WI. This role involves managing the banking relationship for affluent clients, providing tailored financial advice, and acquiring new clients through relationship-building. Candidates should have over...
- Bank-Five-Nine in Mequon, WI is seeking a Universal Banker II to enhance customer satisfaction through exceptional service and unique financial... ...role emphasizes the establishment of meaningful banking relationships while providing account servicing and education on...Full time
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal... ...(SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting... ...6130 W National Ave, West Allis, WI 53214 Posting End Date: 5 Jun...Work experience placementFlexible hours
- ...Customer Experience Banker Non NMLS Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every... ...for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs,...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...: Financial Planning Associate, FPS - Specialist Location: Milwaukee, WI Type: Hybrid (2 days onsite per week) Duration: ASAP - 05... ...performance and business needs Why This Role? Excellent entry point into financial planning and financial services Opportunity...Full timeContract workImmediate start2 days per week
$25 per hour
...Universal Banker We are seeking a Universal Banker to join our Milwaukee, WI team! What You'll Do: Manage the consumer... ...to form and maintain strong relationships with internal and external... ...required to travel to cover other branches. ~ High school diploma or...Hourly pay- ...version of yourself. Building strong relationships with each person you interact with.... ...SUMMARY / OVERVIEW The Personal Banker is responsible for delivering exceptional... ...a trusted financial resource within the branch, provides technical and product expertise...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker -Greater Milwaukee Northside Branches - Fox Point, WI. Be the first to apply!


