Private Client Banker: Wealth Relationships Specialist

JPMorgan Chase & Co.; Madison (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients, managing their complete banking relationship across the company with an advice-based approach.

You will help acquire new clients by soliciting referrals and developing internal and external sources while partnering with Specialists to address specialized financial needs and promote 24/7 self-service access.

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.
• Compliance with Dodd Frank/Truth in Lending Act*
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• 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

• 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 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

Skills

Relationship building

New client acquisition

Financial services experience

Licensing (SIE/Series 6/7)

Regulatory knowledge

Time management

Weekend/evening availability

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients, managing their complete banking relationship across the company with an advice-based approach.

You will help acquire new clients by soliciting referrals and developing internal and external sources while partnering with Specialists to address specialized financial needs and promote 24/7 self-service access.