Private Client Relationship Banker

VetJobs; Rochester (MN); On-site; USD 45,000 - 60,000; Full time

Job summary

JP Morgan Chase in Rochester, MN is seeking a Banking Services professional to manage client relationships with an advice-based approach. You will coordinate with specialists to address financial needs while promoting self-service options and maintaining strict regulatory compliance.

This role requires licensing within 180 days (SIE/Series 6/7) and a high school diploma; weekend/evening hours are expected as part of branch coverage. Compensation aligns with market rates in Rochester.

Qualifications

• 1+ year branch banking or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7 licenses or equivalent within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.
• High school degree, GED, or foreign equivalent.

Responsibilities

• Actively manages banking relationships with an advice-based approach.
• Partners with specialists to connect clients to experts for financial needs.
• Makes client interactions convenient by promoting self-service options.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Excellent communication skills

Relationship-building

Sales experience in financial services

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JP Morgan Chase in Rochester, MN is seeking a Banking Services professional to manage client relationships with an advice-based approach. You will coordinate with specialists to address financial needs while promoting self-service options and maintaining strict regulatory compliance.

This role requires licensing within 180 days (SIE/Series 6/7) and a high school diploma; weekend/evening hours are expected as part of branch coverage. Compensation aligns with market rates in Rochester.