Private Client Relationship Banker

JPMorgan Chase & Co.; Burnsville (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Burnsville, MN seeks a Private Client Banker in Branch Banking to act as the main contact for affluent clients, managing their full banking relationship and offering education and advice tailored to their financial needs.

You will work with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while delivering a proactive, relationship-based service.

Qualifications

• Demonstrated ability to acquire and deepen client relationships.
• Ability to solicit referrals and grow balances.
• Knowledge of banking products and services to tailor advice.

Responsibilities

• Act as the main contact for a select group of affluent clients in the branch.
• Manage complete banking relationships with a proactive, advice-based approach.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Promote self-service options to access accounts 24/7.
• Adhere to banking policies, procedures and regulatory requirements.

Skills

Relationship building

Sales/referrals

Communication

Regulatory compliance

Education

High school diploma or GED

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Burnsville, MN seeks a Private Client Banker in Branch Banking to act as the main contact for affluent clients, managing their full banking relationship and offering education and advice tailored to their financial needs.

You will work with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while delivering a proactive, relationship-based service.