Associate Relationship Banker- Stevens Point Branch - Stevens Point, WI

Location: Stevens Point, WI, United States

Job Family: Assoc Relationship Banker

About the Role

At JP Morgan Chase, we are a leading global financial services firm committed to helping clients achieve their financial goals through innovative banking solutions. As an Associate Relationship Banker in our Stevens Point, WI branch, you will play a pivotal role in delivering exceptional client experiences that embody our core values of hospitality and personalized care. This position is ideal for individuals passionate about finance and customer service, where you will serve as the first point of contact for clients seeking advice on everyday banking needs, from checking accounts to digital payment options. In this dynamic role, you will contribute to the growth of our retail banking division by fostering strong relationships and promoting JP Morgan Chase's comprehensive suite of products tailored to the Stevens Point community. Your day-to-day responsibilities will involve engaging with a diverse clientele, processing transactions with precision, and identifying opportunities to enhance their financial well-being. Whether assisting with account openings, troubleshooting online banking issues, or recommending investment products, you will ensure every interaction aligns with our high standards of integrity and efficiency. Collaboration with branch colleagues and adherence to regulatory guidelines, such as those from the FDIC and CFPB, will be essential to maintaining trust and compliance in all operations. This role offers a supportive environment where you can develop your skills in a fast-paced financial services setting, with opportunities for advancement within JP Morgan Chase's extensive network. We value associates who bring enthusiasm and a client-first mindset to the team. In Stevens Point, you will contribute to local community initiatives while benefiting from JP Morgan Chase's robust professional development programs. If you are ready to join a firm renowned for its stability and innovation in the financial industry, apply today to become an integral part of our mission to empower clients and communities.

Key Responsibilities

• Engage clients in the branch to understand their financial needs and recommend appropriate JP Morgan Chase banking solutions
• Process transactions including deposits, withdrawals, and account openings with accuracy and efficiency
• Build and maintain long-term client relationships to drive customer loyalty and referrals
• Promote digital banking tools and educate clients on mobile apps, online platforms, and secure payment options
• Identify opportunities to cross-sell products such as credit cards, mortgages, and investment services
• Ensure compliance with all federal and state banking regulations, including anti-money laundering protocols
• Collaborate with branch team members to achieve sales goals and deliver exceptional service
• Handle client inquiries and resolve issues promptly to uphold JP Morgan Chase's hospitality standards
• Participate in community outreach events to enhance the bank's presence in Stevens Point, WI
• Maintain accurate records and documentation for all client interactions and transactions

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 1-2 years of customer service experience in a retail or financial services environment
• Strong understanding of banking products and services, including deposits, loans, and digital banking tools
• Ability to obtain and maintain necessary licenses such as Series 6 and 63 within 120 days of hire
• Proficiency in Microsoft Office Suite and banking software systems
• Excellent communication skills with the ability to build rapport with diverse clients
• Availability to work flexible hours, including weekends and evenings as needed

Preferred Qualifications

• Prior experience in a banking or financial advisory role
• Bilingual proficiency in English and Spanish or another local language
• Knowledge of regulatory compliance in the financial services industry, such as FDIC and CFPB guidelines
• Experience with sales targets and client relationship management
• Certification in financial planning or customer relationship management

Required Skills

• Customer service excellence
• Active listening and empathy
• Sales and persuasion techniques
• Financial product knowledge
• Digital banking proficiency
• Regulatory compliance awareness
• Problem-solving and conflict resolution
• Time management and multitasking
• Team collaboration
• Attention to detail
• Adaptability to client needs
• Basic financial analysis
• Communication (verbal and written)
• Relationship building
• Technical aptitude with banking software

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 5%
• Generous paid time off, including vacation, sick days, and paid holidays
• Tuition reimbursement program for professional development and further education
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase stock
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Parental leave benefits with up to 16 weeks of paid time off for new parents
• Access to on-site childcare discounts and family support resources

JP Morgan Chase is an equal opportunity employer.