Elite Private Client Banking Advisor

Next Frontier Capital; Minnesota; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in Minnesota seeks a Private Client Banker to serve a select group of affluent clients and branch customers, managing their full banking relationship with education- and advice-based guidance.

You will work with Specialists to connect clients to experts, promote self-service access, and ensure compliance with banking regulations while pursuing growth opportunities in balances and referrals.

Qualifications

• Value-added, relationship-oriented client acquisition and deepening skills.
• 1+ year Branch Banking Banker or equivalent in financial services with revenue experience.
• SIE exam and FINRA Series 6/7 and state licenses or successful completion within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with an advice-based approach for best products and services.
• Partner with Specialists to connect customers to experts for specialized needs.
• Facilitate self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication

Relationship management

Affluent client experience

Team orientation

Sales and revenue generation

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Minnesota seeks a Private Client Banker to serve a select group of affluent clients and branch customers, managing their full banking relationship with education- and advice-based guidance.

You will work with Specialists to connect clients to experts, promote self-service access, and ensure compliance with banking regulations while pursuing growth opportunities in balances and referrals.