Private Client Banking Advisor - Build Wealth

JPMorganChase; Stevens Point (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase in Stevens Point, WI seeks a Branch Banking Banker to actively manage client relationships through an advice-based approach, helping clients choose the right products and services while delivering the Chase Customer Promise.

You will collaborate with Private Client Specialists and other bank teams, support 24/7 self-service options, and ensure compliance with banking regulations; prior sales and service experience preferred.

Qualifications

• Demonstrated success using relationship‑oriented banking to acquire and deepen client relationships.
• 1+ year experience as Branch Banking Banker or equivalent in financial services.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Actively manages banking relationships with an advice-based approach.
• Partner with Specialists to connect clients with experts.
• Promote self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship management

Customer service

Communication skills

Financial products knowledge

Education

High school diploma, GED, or foreign equivalent

Job description

JPMorgan Chase in Stevens Point, WI seeks a Branch Banking Banker to actively manage client relationships through an advice-based approach, helping clients choose the right products and services while delivering the Chase Customer Promise.

You will collaborate with Private Client Specialists and other bank teams, support 24/7 self-service options, and ensure compliance with banking regulations; prior sales and service experience preferred.