Private Client Banker: Wealth & Relationship Expert

JP Morgan Chase; Green Bay (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

JP Morgan Chase in Green Bay seeks a Private Client Banker to manage affluent clients' banking relationships and drive growth across balances. You will actively solicit referrals and coordinate with specialists to meet complex financial needs and provide education and guidance tailored to each client.

You will work within a team, maintain compliance with banking regulations, and offer convenient self-service options while expanding your local client base.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• Willingness to work branch hours, including weekends/evenings.
• Compliance with banking regulations and internal policies.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages clients' banking relationships with an advice-based approach.
• Collaborates with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists.
• Sets up self-service options for 24/7 access to accounts.
• Ensures adherence to all relevant policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Education

High school diploma/GED

College degree or military equivalent

Job description

JP Morgan Chase in Green Bay seeks a Private Client Banker to manage affluent clients' banking relationships and drive growth across balances. You will actively solicit referrals and coordinate with specialists to meet complex financial needs and provide education and guidance tailored to each client.

You will work within a team, maintain compliance with banking regulations, and offer convenient self-service options while expanding your local client base.