Relationship Banker -Appleton Area - Appleton, WI

Location: Appleton, WI, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus. As a Relationship Banker in the Appleton Area of Appleton, WI, you will play a pivotal role in delivering exceptional client experiences that embody our commitment to hospitality and personalized care. In this dynamic position within our Consumer & Community Banking division, you will serve as the primary point of contact for clients, helping them navigate a full suite of banking products including deposits, loans, credit cards, and investment services. Your role will involve building lasting relationships, understanding unique financial goals, and providing tailored solutions to enhance client satisfaction and loyalty in the local Appleton community. Key to success in this role is your ability to thrive in a fast-paced branch environment while adhering to the highest standards of integrity and compliance. You will collaborate with a supportive team of bankers and specialists to meet sales targets, promote financial wellness, and resolve complex inquiries efficiently. Leveraging JP Morgan Chase's cutting-edge digital tools and resources, you will empower clients to achieve their financial aspirations, whether through opening new accounts, advising on mortgage options, or introducing them to our renowned wealth management offerings. This position offers the opportunity to grow within one of the world's most admired financial institutions, contributing to our mission of enabling economic opportunity for all. We value diversity and inclusion at JP Morgan Chase, fostering an environment where every team member can excel. As a Relationship Banker, you will receive comprehensive training, competitive compensation, and access to robust professional development programs. If you are passionate about finance, driven by client success, and eager to make a meaningful impact in the Appleton area, join us in redefining the banking experience.

Key Responsibilities

• Engage with clients to understand their financial needs and recommend appropriate JP Morgan Chase banking solutions
• Open and maintain various deposit accounts, including checking, savings, and certificates of deposit
• Process loan applications, such as personal loans and mortgages, while ensuring compliance with lending standards
• Provide expert advice on investment products and refer clients to JP Morgan wealth management specialists
• Deliver exceptional customer service by resolving inquiries and issues promptly in a hospitality-focused manner
• Meet or exceed sales goals for new accounts, credit products, and fee-based services
• Conduct financial education sessions for clients to promote financial wellness and literacy
• Collaborate with branch team members to create a welcoming and efficient client experience
• Monitor client portfolios and proactively reach out with personalized offers and updates
• Adhere to all regulatory requirements, including anti-money laundering (AML) and know-your-customer (KYC) protocols

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 1-2 years of experience in retail banking, customer service, or sales within the financial services industry
• Strong understanding of banking products and services, including checking, savings, loans, and investment options
• Ability to obtain and maintain necessary licenses such as Series 6 and 63, if applicable
• Proficiency in using banking software and CRM systems for client management
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with federal and state banking regulations

Preferred Qualifications

• Prior experience working in a branch banking environment at a major financial institution
• Knowledge of digital banking tools and mobile app integrations for client support
• Bilingual proficiency, particularly in Spanish or other languages common in the Appleton community
• Experience in cross-selling financial products to meet client needs and sales targets
• Familiarity with local market dynamics in the Appleton, WI area

Required Skills

• Customer relationship management
• Sales and cross-selling techniques
• Financial product knowledge
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and conflict resolution
• Digital literacy in banking platforms
• Time management and prioritization
• Team collaboration and leadership
• Analytical thinking for client needs assessment
• Communication (verbal and written)
• Attention to detail in transaction processing
• Adaptability to changing market conditions
• Ethical decision-making
• Hospitality and client service orientation

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 6% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and advanced education
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase stock
• Wellness programs including gym memberships, mental health support, and financial counseling
• Performance-based bonuses and incentives tied to client satisfaction and sales achievements
• Flexible work arrangements and opportunities for career advancement within the global firm

JP Morgan Chase is an equal opportunity employer.