Private Client Banker — Affluent Relationships & Guidance

JPMorganChase; Rochester (MN); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorganChase in the United States seeks a Private Client Banker in Branch Banking to manage affluent client relationships and drive growth across their accounts. You will solicit referrals and collaborate with internal experts to provide tailored education and financial advice.

The role emphasizes a proactive, advice-driven approach, meeting branch hours including weekends and some evenings, and maintaining high standards of compliance and service quality.

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.
• Starting Oct. 1, 2018, if not registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be completed within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) 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

Excellent communication

Education

High School Diploma or GED

College degree or military experience

Job description

JPMorganChase in the United States seeks a Private Client Banker in Branch Banking to manage affluent client relationships and drive growth across their accounts. You will solicit referrals and collaborate with internal experts to provide tailored education and financial advice.

The role emphasizes a proactive, advice-driven approach, meeting branch hours including weekends and some evenings, and maintaining high standards of compliance and service quality.