Private Client Banker: Elevate Affluent Relationships

JPMorgan Chase & Co.; Town of Brookfield (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Brookfield, WI seeks a Private Client Banker to manage affluent clients' banking relationships with a proactive, advice-based approach. You will partner with specialists to connect clients to experts for their financial needs and promote self-service options to access accounts around the clock.

The role emphasizes relationship-building, excellent communication, and adherence to regulatory requirements. Weekend/evening hours may be required as part of branch operations.

Qualifications

• 1+ year of branch banking or equivalent experience with success in acquiring and growing client relationships.
• SIE exam, FINRA Series 6/7, state registrations and Life licenses required within 180 days or upon start (as applicable).
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Promote Chase Private Client value to eligible clients and manage their banking relationship.
• Provide advice-based service to ensure clients receive best-fit products and services.
• Collaborate with Specialists to connect clients with experts for specialized needs.
• Facilitate self-service access to accounts (24/7).
• Adhere to all banking policies, procedures and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. in Brookfield, WI seeks a Private Client Banker to manage affluent clients' banking relationships with a proactive, advice-based approach. You will partner with specialists to connect clients to experts for their financial needs and promote self-service options to access accounts around the clock.

The role emphasizes relationship-building, excellent communication, and adherence to regulatory requirements. Weekend/evening hours may be required as part of branch operations.