Private Client Banker: Elite Wealth & Relationship Lead

JPMorgan Chase & Co.; Rochester (MN); On-site; USD 65,000 - 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 develop their complete banking relationships. You will proactively solicit referrals and collaborate with internal specialists to offer tailored financial solutions.

You will manage client relationships with a proactive, education-focused approach, providing guidance and promoting self-service tools while complying with applicable laws and internal policies.

Qualifications

• Requires SIE, FINRA Series 6/7 and state registration or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• NMLS registration required and compliant with SAFE Act.
• Ability to work branch hours, including weekends and some evenings.
• High school diploma or GED required.College degree or military experience preferred.

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 who can help them with 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

New client acquisition

Banking experience

SIE/Series 6/7

Dodd-Frank compliance

Weekend/evening flexibility

Education

High school degree 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 develop their complete banking relationships. You will proactively solicit referrals and collaborate with internal specialists to offer tailored financial solutions.

You will manage client relationships with a proactive, education-focused approach, providing guidance and promoting self-service tools while complying with applicable laws and internal policies.