Private Client Banker: Wealth & Relationship Advisor

JP Morgan Chase; Rochester (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Minnesota is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their banking relationships, provide education and advice tailored to suit their financial needs, and help clients access a full range of Chase products.

This role emphasizes relationship-building, adherence to regulatory requirements, and collaboration with specialists to connect clients with experts.

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 and FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must be completed within 180 days of starting
• Compliance with Dodd Frank/Truth in Lending Act
• Adherence to policies, procedures, and regulatory banking requirements
• 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 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

Education

High school diploma or GED

Job description

JPMorgan Chase in Minnesota is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their banking relationships, provide education and advice tailored to suit their financial needs, and help clients access a full range of Chase products.

This role emphasizes relationship-building, adherence to regulatory requirements, and collaboration with specialists to connect clients with experts.