Private Client Banker & Relationship Advisor

JPMorganChase; Spring Valley (WI); On-site; USD 75,000 - 95,000; Full time

Job summary

JPMorganChase in the Branch Banking division seeks a Private Client Banker who serves as the main contact for Chase's affluent clients, managing their full banking relationship and driving growth across the company.

You will partner with specialists to connect clients with experts, promote self-service options, ensure compliance with lending and banking regulations, and deliver education and advice tailored to their financial needs.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 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 registrations and Life licenses required or to be completed within 180 days.

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 for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales experience

Customer service

Communication skills

Education

High school diploma or GED

Job description

JPMorganChase in the Branch Banking division seeks a Private Client Banker who serves as the main contact for Chase's affluent clients, managing their full banking relationship and driving growth across the company.

You will partner with specialists to connect clients with experts, promote self-service options, ensure compliance with lending and banking regulations, and deliver education and advice tailored to their financial needs.