Private Client Banker: Build Wealth & Relationships

Testing Site - JPMC; Lakeville (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship with a proactive, advice-based approach to grow balances and revenue.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and educate them on self-service options available around the clock.

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 requirements.
• National Mortgage Licensing System (NMLS) registration or plan to register after starting.
• High school degree or GED, or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships through an advice-based approach to offer best products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Facilitates client convenience by enabling self-service options for accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Sales skills

Communication skills

Regulatory compliance

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship with a proactive, advice-based approach to grow balances and revenue.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and educate them on self-service options available around the clock.