Affluent Client Private Banker

JPMorgan Chase & Co.; Rochester (MN); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Minnesota’s Rochester area seeks a Private Client Banker to manage affluent clients’ complete banking relationships with an education- and advice-driven approach.

You will acquire new clients, partner with specialists, and guide clients to the best products while promoting self-service access. Weekend/evening hours are required and a high school diploma is the minimum.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act, including licensing requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

SIE/Series 6/7

Regulatory compliance

High school diploma

Weekend/evening hours

Education

College degree

High school diploma

Job description

JPMorgan Chase & Co. in Minnesota’s Rochester area seeks a Private Client Banker to manage affluent clients’ complete banking relationships with an education- and advice-driven approach.

You will acquire new clients, partner with specialists, and guide clients to the best products while promoting self-service access. Weekend/evening hours are required and a high school diploma is the minimum.