Private Client Relationship Banker

JPMorgan Chase & Co.; Madison (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Madison, WI, seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, manage their banking relationships, and grow balances through an advice-based approach.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers, promote self-service options, and ensure compliance with financial regulations.

Qualifications

• Proven success building and deepening client relationships.
• Experience in acquiring new clients and generating revenue.
• Compliance with financial regulations and licensing requirements.
• Willingness to obtain required FINRA and state licenses within the required timeframe.
• High school diploma or equivalent.

Responsibilities

• Manage banking relationships for a select group of clients.
• Provide advice-based service and connect clients to specialists.
• Encourage self-service access and maintain regulatory compliance.
• Acquire new clients through referrals and outreach.

Job description

JPMorgan Chase & Co. in Madison, WI, seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, manage their banking relationships, and grow balances through an advice-based approach.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers, promote self-service options, and ensure compliance with financial regulations.