Relationship Banker - Greater Milwaukee Southside Branches - New Berlin, WI
JPMorganChase
Job Description 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. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. 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: About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. Benefits 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. About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions – all while ranking first in customer satisfaction. #J-18808-Ljbffr JPMorganChase
- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture... ...with proven success in establishing new clients, deepening relationships, and...SuggestedImmediate startAfternoon shift
- ...thrive at every stage of your career. Try new things, learn new skills and discover... ...from Day One. Job Description Client Relationship Consultants build relationships with customers... ...Develops collaborative partnerships with branch team members and partners to best serve...SuggestedTemporary workLocal area
- ...our members in the Milwaukee area. Join our... ...As a Personal Banker you'll experience... ...at your assigned branch location and meet... ...branch news, and new products Understand... ...maintain positive relationships and provide top-notch... ...job training at a greater Milwaukee area branch...SuggestedH1bWork at officeFlexible hoursDay shift
- ...seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by... ...banking needs, including new account openings, service... ...6001 W Cleveland Ave, New Berlin, WI 53151 Posting End Date...SuggestedWork experience placementFlexible hours
$45k - $100k
...'ll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors... ...development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment... ...first mindset. Strong client rela Client Relations, Relationship, Consultant, Banker, Processing, Relations, Business Services...
$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...Hourly payFull timeTemporary workFlexible hoursShift work$23 per hour
...Personal Banker – To $23/hr – Milwaukee, WI – Job # 3685B Who We Are The Symicor Group is a boutique talent... ...Whether you are a candidate seeking a new opportunity or a bank or company... ...functions while maintaining positive relationships with coworkers and customers. The opportunity...Hourly payLocal area$60k
...Personal Banker – To $60K – Milwaukee, WI – Job # 3581 Who We Are The Symicor Group is a boutique... ...Whether you are a candidate seeking a new opportunity or a bank or company president... ...while maintaining positive relationships with coworkers and customers. The...Work at office$21 - $28 per hour
...bank while staying true to the relationship-focused, personalized service... ...50 states with more than 200 branch banking locations in Illinois... ...offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in... ...as a full-time Relationship Banker! Why join us? An award-winning...Hourly payFull timeTemporary workFlexible hoursShift work- ...Experience Officer - Milwaukee, WI - Job # 3658... ...recruiters are former bankers or accountants... ...seeking a new opportunity or a... ...role based in the greater Milwaukee, WI market... ...retaining, and expanding relationships. Directs a team... ...oversees the branch network, service...Temporary work
- ...Actively manages their banking relationship through an advice‑based... ...Private Client Advisors, Mortgage Bankers and Business Relationship... ...client relationships 1+ year Branch Banking Banker or equivalent... ..., with verifiable success in new client acquisition, cultivating...Afternoon shift
- A leading financial services company seeks a Relationship Banker in New Berlin, WI. This role requires at least 1 year of sales experience in retail banking... ...solutions, and adhere to banking policies in a dynamic branch environment. This position is full-time and offers...Full time
- ...welcomed and valued by building lasting relationships, doing the right thing, exceeding... ...financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact... ...their balances. You will help acquire new clients by actively soliciting referrals...Immediate startAfternoon shift
$50k
Sr. Personal Banker – Up to $50K – Milwaukee, WI – Job # 2203 Who We Are The Symicor Group is a boutique talent... ...you are a candidate seeking a new opportunity or a bank or company president... ...new and existing client accounts relationships through educating prospects and...Work at office$17 - $28.96 per hour
...Relationship Banker At Associated Bank we strive to create an inclusive... ...thorough background check on all new hires. Join Associated... ...located at 1301 N MLK Jr Dr. Milwaukee, WI 53212 Key... ...integrity and compliance of the branch, adhering to all policies and...Hourly payImmediate start$17 - $29.75 per hour
Market Relationship Banker Job Locations US-WI-Brookfield Category/Function Retail Banking Center... ...allow you to work at several different branches, giving you the opportunity to know... ...through cross-selling, establishing new banking relationships, referring...Full timeImmediate start- ...Job Description - Entry Level - Financial Advisor - WI, Milwaukee (5109) (240000A9) Entry Level - Financial Advisor - WI, Milwaukee (... ...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
$65k
Personal Banker - To $65K - Waukesha, WI - Job # 3530 Who We Are The Symicor Group is a boutique talent... ...Whether you're a candidate seeking a new opportunity or a bank or company president... ...while maintaining positive relationships with coworkers and clients. The role...Work at office- ...Financial Planner - Waukesha, WI - Job # 2022 Who We Are... ...recruiters are former bankers or accountants! We... ...a candidate seeking a new opportunity or a bank or... ...and maintain client relationships through business development... ...referrals. Educate branch staff and internal partners...
- ...Business Banking Relationship Manager - Milwaukee, WI Milwaukee, Wisconsin To proceed with your application, you must be at least 18 years of age... ...posting eligibility requirements prior to applying for any new position. Acknowledge ( Refer a friend To proceed...Temporary workWork experience placementWork at officeFlexible hoursShift workDay shift
$110k
...Portfolio Manager – To $110K – Milwaukee, WI – Job # 3606 Who We Are... ...our recruiters are former bankers or accountants themselves!... ...are a candidate seeking a new opportunity or a bank or... ...profitable lending relationships, with a greater emphasis on maintaining a...- ...Chase is hiring a Relationship Banker in New Berlin, Wisconsin, to provide exceptional service and manage client relationships. The role involves acquiring and retaining clients while educating them on banking solutions and technology. The ideal candidate will have at...
$41.71k - $65k
...best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the... ...by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves issues...Contract workPart timeLocal areaImmediate startDay shift$23 per hour
...A boutique talent acquisition firm seeks a Personal Banker in Milwaukee, WI. The role involves managing customer bank accounts, resolving issues, and maintaining relationships. Candidates should have a high school diploma and 1-3 years of experience in banking or customer...Hourly pay- ...to join our Consumer Banking team as a Relationship Banker! As Wisconsin’s largest family‑owned, privately... ...retention; proactively work to acquire new clients. Expand new and existing... ...financial needs. Partner with your branch team to remain familiar with competitor...
- ...Workplace thirteen times by the Milwaukee Journal Sentinel. As a... ...Proactively develop client relationships through the effective use of... ...referrals to the appropriate branch personnel. · Sells credit life... ...closes the branch. · Opens new accounts and performs deposit...Temporary workBank staffWork at officeLocal areaDay shift
- ...seeks professionals with the passion and drive to build long‑lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover client needs and offer the most appropriate...Temporary workWork at officeRemote workWork from homeFlexible hours
$24.03 - $26.44 per hour
...Financial Advisor – Hybrid****Milwaukee, Wisconsin****Bring your... ...guidance that helps clients achieve greater financial confidence and take... ...500 leader. And if you’re new to the financial services industry... ..., you’ll:* Leverage your relationship-building skills and build...Hourly payFull timeWork at officeLocal areaRemote work3 days per week$65k
Ein innovatives Unternehmen sucht einen Personal Banker, der die Kundenbeziehungen in Waukesha, WI, pflegt. In dieser spannenden Rolle werden Sie die Möglichkeit haben, Kundenbankkonten zu verwalten, Probleme zu lösen und einen exzellenten Kundenservice zu bieten. Mit einem...
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