Private Client Banker: Elevate Affluent Relationships

JPMorganChase; Neenah (WI); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients, managing their full banking relationship across the company and driving balance growth.

You will solicit referrals, develop internal and external sources, and work with Specialists to connect clients to experts for complex financial needs, while adhering to regulatory requirements and branch hours, including some evenings and weekends.

Qualifications

• Excellent communication skills required.
• 1+ year banking experience with client relationships and revenue generation.
• SIE/FINRA licenses or ability to obtain within 180 days of start.
• Compliance with banking regulations including Dodd-Frank/Truth in Lending Act.
• High school degree or higher.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach.
• Collaborate with Specialists to connect clients to experts.
• Facilitate 24/7 self-service access for clients.
• Adhere to policies and regulatory requirements.

Skills

Communication skills

Relationship-building

Affluent client management

Team-oriented

Sales/referrals

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients, managing their full banking relationship across the company and driving balance growth.

You will solicit referrals, develop internal and external sources, and work with Specialists to connect clients to experts for complex financial needs, while adhering to regulatory requirements and branch hours, including some evenings and weekends.