Private Client Banker: Wealth & Relationship Builder

JPMorganChase; Altoona (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Altoona, IA is seeking a Private Client Banker to serve as the main contact for a select group of affluent clients and other customers in the branch. You will manage their banking relationships with a proactive, advice-based approach to grow balances and revenue.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts, promote self-service options, and ensure compliance with banking policies and

Qualifications

• Proven ability to acquire and deepen client relationships using a value-added, relationship-oriented approach.
• Experience in financial services with successful new client acquisition and revenue generation.
• Registration and licensing requirements (SIE, Series 6/7, state licenses) within specified timelines.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or foreign equivalent.
• Adherence to regulatory banking policies and procedures.
• Availability to work branch hours including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships through an advice-based approach to match products/services to client needs.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients to experts.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

FINRA SIE awareness

Dodd-Frank compliance

Licensing requirements

Regulatory banking knowledge

Weekend/evening hours

Education

High school diploma or equivalent

Job description

JPMorgan Chase in Altoona, IA is seeking a Private Client Banker to serve as the main contact for a select group of affluent clients and other customers in the branch. You will manage their banking relationships with a proactive, advice-based approach to grow balances and revenue.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts, promote self-service options, and ensure compliance with banking policies and