Private Client Banker - Grow Wealth & Relationships

JP Morgan Chase; City of Pewaukee (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in Wisconsin seeks a Private Client Banker to serve a select group of affluent clients and manage their complete banking relationship with a proactive, education-based approach. You will acquire new clients, leverage referrals, and collaborate with specialists to connect clients to experts who can meet sophisticated financial needs.

Responsibilities include presenting the value of Chase Private Client, offering tailored products, and ensuring adherence to regulatory banking

Qualifications

• 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
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required within 180 days of starting
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Ability to work branch hours, including weekends and some evenings

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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) 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 banking

Customer service

Sales/acquisition

Communication skills

Time management

Education

High school degree

Job description

JPMorgan Chase in Wisconsin seeks a Private Client Banker to serve a select group of affluent clients and manage their complete banking relationship with a proactive, education-based approach. You will acquire new clients, leverage referrals, and collaborate with specialists to connect clients to experts who can meet sophisticated financial needs.

Responsibilities include presenting the value of Chase Private Client, offering tailored products, and ensuring adherence to regulatory banking