Private Client Banking Advisor

JPMorganChase; Woodbury (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Minnesota is seeking a Private Client Banker to manage a select group of affluent clients, growing their balances and banking relationships through proactive advisory services and referrals. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists.

The role emphasizes an advice-based approach, accessibility to self-service options, and strict adherence to regulatory requirements.

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
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or must be completed within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• 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 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 to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

Branch banking experience

Regulatory compliance

Flexible hours

Client acquisition

Education

High school diploma

College degree

Job description

JPMorgan Chase in Minnesota is seeking a Private Client Banker to manage a select group of affluent clients, growing their balances and banking relationships through proactive advisory services and referrals. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists.

The role emphasizes an advice-based approach, accessibility to self-service options, and strict adherence to regulatory requirements.