JPMorgan Chase
Relationship Banker - Prospect Circle Sussex - Sussex, WI
Pewaukee, WI · Full-time · Posted Oct 28, 2026
- Experience
- 1+ year of sales experience; unlicensed applicants must obtain required licenses within 180 days of hire.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Build and retain client relationships in a Chase branch by understanding clients’ financial needs, recommending banking solutions, and providing attentive service.
What you'll do
- Manage assigned clients through proactive in-person and phone meetings; understand needs and tailor recommendations.
- Educate clients on digital banking tools and connect them with experts for specialized financial needs.
- Follow banking policies, procedures, and regulatory requirements.
What they ask for
- 1+ year of sales experience in Retail Banking, Financial Services, or related industries, with success establishing clients, deepening relationships, and delivering results.
- Strong in-person and phone communication, client service, issue-resolution, and attention-to-detail skills.
- High school degree, GED, or foreign equivalent.
- Meet licensing requirements: SIE, FINRA Series 6, applicable state registration (including 63 if required), and Life licenses; unlicensed applicants must obtain licenses through JPMC’s program within 180 days of hire.
Nice to have
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Tools
Chase Mobile App, Chase.com, ATMs, NMLS
Model-written summary · the original posting is authoritative