Relationship Banker - Calumet and 441 Branch - Appleton, WI

Location: Appleton, WI, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker at the Calumet and 441 Branch in Appleton, WI, you will play a pivotal role in delivering the exceptional client experiences that define JPMorgan Chase's leadership in the financial services industry. Embodying our core values of hospitality and client care, you will serve as the primary point of contact for retail banking clients, helping them navigate a full suite of personalized financial solutions. From opening new accounts and processing transactions to advising on loans, investments, and digital tools, your expertise will empower clients to achieve their financial goals while contributing to the branch's success in a dynamic, community-focused environment. In this position, you will build meaningful relationships with diverse clients in the Appleton area, identifying opportunities to deepen engagements through cross-selling innovative JPMorgan Chase products like Chase Sapphire credit cards, home lending options, and small business services. You will ensure seamless operations by adhering to strict compliance standards, managing daily branch activities, and collaborating with team members to exceed performance metrics. Your ability to listen actively, solve problems efficiently, and provide tailored advice will be essential in fostering trust and loyalty, all while upholding the highest ethical practices in an industry shaped by regulatory demands and technological advancements. JPMorgan Chase offers a supportive culture with robust training programs to help you grow in your career, whether advancing within retail banking or exploring broader opportunities across our global firm. Join us to make a tangible impact on clients' lives and be part of a team dedicated to innovation and excellence in financial services.

Key Responsibilities

• Engage with clients at the Calumet and 441 Branch in Appleton, WI, to understand their financial needs and recommend appropriate JPMorgan Chase products such as checking accounts, credit cards, mortgages, and investment options
• Deliver exceptional client experiences by providing personalized service, resolving inquiries, and fostering long-term relationships in line with JPMorgan Chase's hospitality commitment
• Process transactions including deposits, withdrawals, loan applications, and account openings while ensuring accuracy and compliance with banking regulations
• Identify opportunities to deepen client relationships by cross-selling additional services like wealth management or business banking solutions
• Maintain branch standards for security, cleanliness, and operational efficiency, including cash handling and vault management
• Collaborate with branch team members and specialists to support client goals and achieve branch performance targets
• Educate clients on digital banking tools, fraud prevention, and financial literacy to enhance their banking experience
• Monitor and report on client interactions using CRM systems to track sales pipelines and service metrics
• Stay updated on JPMorgan Chase policies, industry trends, and regulatory changes to provide informed advice

Required Qualifications

• High school diploma or equivalent required; college 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 deposits, loans, and digital banking solutions
• Ability to obtain and maintain necessary licenses such as NMLS registration
• Proficiency in using banking software and Microsoft Office Suite
• Excellent communication and interpersonal skills to build client relationships
• Commitment to ethical standards and compliance with federal and state banking regulations

Preferred Qualifications

• Bachelor's degree in finance, economics, or a related discipline
• Previous experience in a JPMorgan Chase branch or similar high-volume retail environment
• Bilingual proficiency in English and Spanish or another local language spoken in Appleton, WI
• Sales experience with a proven track record of meeting or exceeding targets
• Knowledge of local market dynamics in the Appleton, WI area

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Regulatory compliance awareness
• Digital banking proficiency
• Cash handling accuracy
• Problem-solving abilities
• Active listening
• Time management
• Team collaboration
• Attention to detail
• Adaptability to client needs
• Basic financial analysis
• Communication (verbal and written)
• CRM software usage

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 5% of eligible pay
• 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 purchases of JPMorgan Chase stock
• Wellness programs including gym membership reimbursements and mental health support
• Parental leave benefits for new parents, including adoption assistance
• Performance-based bonuses and incentives tied to branch and individual goals

JP Morgan Chase is an equal opportunity employer.