Private Client Banker — Build Affluent Client Relationships

Aumni; Town of Brookfield (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase in Wisconsin seeks a Private Client Banker to manage relationships with affluent clients and broader branch customers. You will proactively build the client base, offer tailored education and financial guidance, and work with specialists to meet complex needs.

The role emphasizes compliant advisory services and strong customer care. The position requires adherence to regulatory standards and availability to work branch hours, including weekends and some evenings, within a dynamic

Qualifications

• 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
• SIE exam and FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must be completed within 180 days of starting
• Compliance with Dodd Frank/Truth in Lending Act
• High school diploma, GED, or foreign equivalent
• 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 their accounts 24 hours a day/7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Sales experience

Regulatory compliance knowledge

Excellent communication

Time management

Education

High school diploma or GED

Bachelor's degree preferred

Job description

JPMorgan Chase in Wisconsin seeks a Private Client Banker to manage relationships with affluent clients and broader branch customers. You will proactively build the client base, offer tailored education and financial guidance, and work with specialists to meet complex needs.

The role emphasizes compliant advisory services and strong customer care. The position requires adherence to regulatory standards and availability to work branch hours, including weekends and some evenings, within a dynamic