Relationship Banker - WI Central Market - Brookfield, WI

Location: Brookfield, WI, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are committed to fostering strong client relationships and delivering unparalleled hospitality in the financial services industry. As a Relationship Banker in our WI Central Market branch in Brookfield, WI, you will serve as the face of Chase, helping clients navigate their financial journeys with personalized guidance and exceptional service. This role is pivotal in embodying our core values of trust, innovation, and community impact, where you'll connect clients with a full suite of banking solutions, from everyday checking accounts to sophisticated lending and investment options. Your day-to-day will involve engaging with a diverse clientele in the vibrant Brookfield community, ensuring every interaction reflects Chase's dedication to making banking simple, safe, and rewarding. In this position, you'll proactively assess client needs through meaningful conversations, recommend tailored products like Chase Sapphire credit cards or home equity lines of credit, and educate them on digital tools such as our award-winning mobile app. You'll collaborate with branch colleagues, including financial advisors and loan officers, to provide holistic support while upholding strict compliance standards set by regulatory bodies like the FDIC and CFPB. Success in this role means not only meeting sales targets but also building lasting loyalty, contributing to Chase's reputation as a leader in retail banking with over $3 trillion in assets under management. We value growth and offer robust training programs to enhance your expertise in financial services. Join a team that's passionate about empowering clients in Brookfield and beyond, and advance your career in a supportive environment that prioritizes work-life balance and professional development. If you're driven by client success and thrive in a dynamic setting, this Relationship Banker role at JPMorgan Chase is your opportunity to make a meaningful difference.

Key Responsibilities

• Engage clients in the branch to understand their financial needs and recommend appropriate JPMorgan Chase products and services
• Open and maintain various deposit accounts, loans, and investment products while ensuring compliance with banking regulations
• Provide personalized financial advice and education to help clients achieve their goals, embodying Chase's hospitality standards
• Process transactions accurately, including deposits, withdrawals, and wire transfers, using Chase's secure systems
• Build and nurture long-term client relationships to drive referrals and deepen banking relationships
• Identify opportunities for cross-selling Chase wealth management or credit solutions during client interactions
• Maintain branch security and adhere to all anti-money laundering (AML) and know-your-customer (KYC) protocols
• Collaborate with branch team members and specialists to deliver seamless client experiences
• Monitor client portfolios for service opportunities and proactively reach out with tailored solutions
• Participate in community events in Brookfield, WI, to promote JPMorgan Chase's commitment to local financial wellness

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 financial services
• Strong understanding of banking products including checking/savings accounts, loans, and credit cards
• Ability to obtain necessary state and federal banking licenses (e.g., NMLS registration)
• Proficiency in basic financial calculations and compliance with regulatory standards
• 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 sales or relationship management within a financial institution
• Knowledge of JPMorgan Chase's digital banking platforms and tools
• Bilingual proficiency in English and Spanish or another language spoken in the WI Central Market
• Experience with CRM systems and client relationship management software
• Certification in financial services, such as Certified Banking & Credit Analyst (CBCA)

Required Skills

• Customer service excellence and empathy in high-pressure environments
• Sales acumen for identifying and closing financial product opportunities
• Proficiency in Microsoft Office Suite and banking software like Teller Systems
• Knowledge of federal banking regulations (e.g., FDIC, BSA, Reg E)
• Active listening and problem-solving to address client financial concerns
• Time management and multitasking in a fast-paced branch setting
• Digital literacy with mobile banking apps and online transaction processing
• Relationship-building to foster trust and loyalty among clients
• Analytical skills for assessing client needs and recommending solutions
• Team collaboration for seamless branch operations
• Adaptability to evolving financial products and market trends
• Attention to detail in transaction accuracy and documentation
• Conflict resolution to handle client disputes professionally
• Basic financial literacy in budgeting, credit, and investment principles

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with up to 5% company match and immediate vesting
• Generous paid time off, including vacation, sick days, and paid holidays
• Tuition reimbursement program for professional development and education
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase stock
• Wellness programs including gym memberships, mental health support, and financial counseling
• Parental leave benefits with up to 16 weeks of paid time off
• Performance-based bonuses and incentives tied to client satisfaction and sales goals

JP Morgan Chase is an equal opportunity employer.