Private Client Banking Advisor

JPMorganChase; Rochester (MN); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Banker in Branch Banking to serve affluent clients and manage comprehensive banking relationships. You will proactively solicit referrals, coordinate with specialists, and drive growth while ensuring regulatory compliance and offering education tailored to clients’ financial needs.

You will work within a branch setting, supporting customers with services and self-service options, and align with the firm’s commitment to diversity and client education.

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 new client acquisition.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with proactive, advice-based approaches.
• Partners with Specialists to connect clients with experts for complex needs.
• Makes clients' lives easier by enabling self-service access 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory & licensing

Dodd-Frank compliance

High school completion

Policy adherence

Branch hours flexibility

Compliance culture

Education

College degree

Job description

JPMorgan Chase seeks a Private Client Banker in Branch Banking to serve affluent clients and manage comprehensive banking relationships. You will proactively solicit referrals, coordinate with specialists, and drive growth while ensuring regulatory compliance and offering education tailored to clients’ financial needs.

You will work within a branch setting, supporting customers with services and self-service options, and align with the firm’s commitment to diversity and client education.