Private Client Banker: Wealth & Relationship Expert

Testing Site - JPMC; Town of Brookfield (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Wisconsin is seeking a Private Client Banker in Branch Banking to serve affluent clients with an advice-based approach, building lasting relationships and helping clients manage their money while aligning with the Chase Private Client program.

You will acquire new clients through referrals, partner with Specialists, and promote self-service tools to improve convenience and satisfaction, while complying with banking regulations and internal policies.

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.
• Compliant with Dodd-Frank/Truth in Lending Act requirements and related regulations.
• High school diploma or GED (or foreign equivalent).
• Adherence to policies, procedures, and regulatory banking requirements.

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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts.
• 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.

Skills

Relationship management

New client acquisition

Communication skills

Team orientation

Financial services knowledge

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase in Wisconsin is seeking a Private Client Banker in Branch Banking to serve affluent clients with an advice-based approach, building lasting relationships and helping clients manage their money while aligning with the Chase Private Client program.

You will acquire new clients through referrals, partner with Specialists, and promote self-service tools to improve convenience and satisfaction, while complying with banking regulations and internal policies.