Private Client Relationship Banker

JPMorganChase; Rochester (MN); On-site; USD 45,000 - 80,000; Full time

Job summary

JPMorganChase seeks a Banking Professional to strengthen client relationships through an advice-based approach, connecting clients with specialists for tailored financial solutions. You will help clients access accounts and services 24/7 while adhering to regulatory requirements.

Candidates should have a track record in branch banking, with a focus on acquiring new clients and growing revenue, and meet preparatory licensing requirements or obtain them within the specified timeframe.

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 and related regulatory requirements.

Responsibilities

• Advise clients and promote Chase Private Client services and products.
• Manage banking relationships with an advice-based approach to meet client needs.
• Coordinate with Specialists to address specialized financial needs for clients.
• Promote self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship Building

Client acquisition

Compliance knowledge

Education

High school diploma

Job description

JPMorganChase seeks a Banking Professional to strengthen client relationships through an advice-based approach, connecting clients with specialists for tailored financial solutions. You will help clients access accounts and services 24/7 while adhering to regulatory requirements.

Candidates should have a track record in branch banking, with a focus on acquiring new clients and growing revenue, and meet preparatory licensing requirements or obtain them within the specified timeframe.