Private Client Relationship Banker

JPMorgan Chase; Green Bay (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in Green Bay, WI seeks a Private Client Banker to serve affluent clients and manage full banking relationships. You’ll actively solicit referrals and coordinate with specialists to provide tailored financial solutions that meet each client’s needs and goals.

The role emphasizes a relationship-driven approach, a minimum of one year in branch banking, and adherence to regulatory standards. Flexibility for weekend/evening hours is required as branch operations vary.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Compliance with Dodd Frank/Truth in Lending Act*
• 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 management

Communication skills

Client acquisition

Education

High school diploma or equivalent

Job description

JPMorgan Chase in Green Bay, WI seeks a Private Client Banker to serve affluent clients and manage full banking relationships. You’ll actively solicit referrals and coordinate with specialists to provide tailored financial solutions that meet each client’s needs and goals.

The role emphasizes a relationship-driven approach, a minimum of one year in branch banking, and adherence to regulatory standards. Flexibility for weekend/evening hours is required as branch operations vary.