Affluent Client Relationship Banker

Aumni; Madison (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Healthcare coverage

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in a Branch Banking role to serve a select group of affluent clients and other customers. You will manage the full banking relationship, proactively generating growth and connecting clients with specialists for tailored financial needs.

The position requires 1+ year banking experience, SIE/Series 6/7 licenses or completion within 180 days, and Dodd-Frank compliance. Expect branch hours, including some weekends and evenings.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7 and state licenses required or to be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• 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 who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in a Branch Banking role to serve a select group of affluent clients and other customers. You will manage the full banking relationship, proactively generating growth and connecting clients with specialists for tailored financial needs.

The position requires 1+ year banking experience, SIE/Series 6/7 licenses or completion within 180 days, and Dodd-Frank compliance. Expect branch hours, including some weekends and evenings.