Private Client Banker -Mequon Pavilions New Build - Mequon, WI

J.P. Morgan; Mequon (WI); On-site; USD 45,000 - 75,000; Full time

Job summary

Join a forward-thinking financial institution as a Private Client Banker, where your passion for customer service will shine. In this role, you'll be the primary contact for affluent clients, managing their banking relationships and providing tailored financial advice. You'll leverage your relationship-building skills to deepen client connections and drive growth. This position offers a dynamic work environment with opportunities for professional development and a commitment to diversity and inclusion. If you're ready to make a meaningful impact on clients' financial journeys, this is the perfect opportunity for you.

Qualifications

• 1+ years in a financial services role with proven client relationship success.
• Completion of required financial licenses within 180 days of starting.

Responsibilities

• Manage banking relationships with affluent clients through a relationship-oriented approach.
• Partner with specialists to address clients' specialized financial needs.

Skills

Relationship Management

Client Acquisition

Financial Services Knowledge

Compliance Knowledge

Communication Skills

Education

High School Diploma or GED

College Degree

Job description

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise — helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to their financial needs.

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job Responsibilities

1. Share the value of Chase Private Client with eligible clients.
2. Actively manage banking relationships through an advice-based approach, ensuring clients receive the best products and services for their needs.
3. Partner with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts for specialized financial needs.
4. Make clients’ lives more convenient by sharing and setting up self-service options for 24/7 account access.
5. Adhere to policies, procedures, and regulatory banking requirements.

Required Qualifications, Capabilities, and Skills

1. Proven success using a relationship-oriented approach to acquire and deepen client relationships.
2. At least 1 year of experience as a Branch Banking Banker or in a similar financial services role, with success in client acquisition, relationship cultivation, and revenue generation.
3. As of October 1, 2018, if not already registered, completion of the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses within 180 days of starting.
4. Compliance with Dodd-Frank/Truth in Lending Act regulations.
5. High school diploma, GED, or foreign equivalent.
6. Ability to work flexible hours, including weekends and evenings.

Preferred Qualifications, Capabilities, and Skills

1. Excellent communication skills.
2. College degree or military experience.
3. Experience working with affluent clients.
4. Strong team orientation and a commitment to a long-term career with the firm.

Dodd-Frank/Truth in Lending Act

This position is subject to the Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent upon review of criminal history, credit report, NMLS information, and other relevant data demonstrating financial responsibility, good character, and fitness. Felony convictions within the last seven years disqualify candidates. Continued employment depends on compliance with these requirements.

This role also requires registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act of 2008. Upon employment, you will need to register or update your registration accordingly. Continued employment is contingent upon compliance with the SAFE Act, including successful registration and annual renewals. Information provided during registration may be used for employment decisions. Review details at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx