Private Client Banker: Wealth Guidance & Relationship Growth

JPMorgan Chase & Co.; Stevens Point (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a branch banking professional to serve a select group of affluent clients and the broader branch network. The role emphasizes building lasting relationships, providing education and tailored financial advice to meet clients’ needs.

Responsibilities include acquiring new clients, deepening existing relationships, coordinating with Private Client Advisors and other specialists, promoting self-service options, and ensuring compliance with banking regulations.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year in Branch Banking or equivalent financial services experience with verifiable success in new client acquisition, cultivating, maintaining customer relationships, and revenue generation
• Compliance with Dodd-Frank/Truth in Lending Act expectations
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Act as the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch
• Manage clients’ complete banking relationship across the company with a proactive and disciplined approach to generate growth in their balances
• Acquire new clients by actively soliciting referrals and developing internal and external sources
• Share the value of Chase Private Client with eligible clients
• Provide advice-based service to ensure each client receives the best products and services for their needs
• Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts for specialized financial needs
• Make clients’ lives more convenient by guiding and enabling self-service options for 24/7 account access
• Adhere to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Education

High school degree, GED, or foreign equivalent

Job description

JPMorgan Chase & Co. is seeking a branch banking professional to serve a select group of affluent clients and the broader branch network. The role emphasizes building lasting relationships, providing education and tailored financial advice to meet clients’ needs.

Responsibilities include acquiring new clients, deepening existing relationships, coordinating with Private Client Advisors and other specialists, promoting self-service options, and ensuring compliance with banking regulations.