Private Client Banker: Build Wealth & Relationships

JPMorgan Chase; Rochester (MN); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage their comprehensive banking relationships with an advice-based approach and collaborate with Specialists to connect clients to experts who can assist with specialized financial needs.

The role requires strong communication, proven client acquisition skills, and adherence to regulatory requirements, including Dodd-Frank and NMLS registration.

Qualifications

• Value-added, relationship-oriented client acquisition and deepening
• Ability to manage banking relationships with selective clients
• Compliance with Dodd-Frank/Truth in Lending Act requirements
• NMLS registration requirements and SAFE Act compliance
• Willingness to work weekends and evenings

Responsibilities

• Share the Chase Private Client value with eligible clients
• Manage banking relationships with advice-based approach to optimize products and services
• Partner with Specialists to connect clients with experts
• Set up self-service options for 24/7 access
• Adhere to banking policies, procedures and regulatory requirements

Skills

Relationship building

Excellent communication

Affluent client experience

Team oriented

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage their comprehensive banking relationships with an advice-based approach and collaborate with Specialists to connect clients to experts who can assist with specialized financial needs.

The role requires strong communication, proven client acquisition skills, and adherence to regulatory requirements, including Dodd-Frank and NMLS registration.