Private Client Relationship Banker

JPMorganChase; Saint Paul (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase in Saint Paul, Minnesota seeks a Private Client Banker to build lasting relationships with clients and employees, providing education and advice to help them manage their money and reach their financial goals. You will embody our Customer Promise, focusing on integrity, service, and inclusion.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts, offer self-service options 24/7, and ensure compliance

Qualifications

• Experience using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience with new client acquisition and revenue generation.
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) or completion within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or GED or foreign equivalent.
• Adherence to banking policies, procedures and regulatory requirements.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Promotes Chase Private Client value to eligible clients.
• Manages clients' banking relationships with an advice-based approach.
• Collaborates with Specialists to connect clients with experts for specialized needs.
• Facilitates access to self-service options for 24/7 banking.
• Complies with all policies, procedures and regulatory requirements.

Skills

Relationship building

Communication skills

Career commitment

Team collaboration

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorganChase in Saint Paul, Minnesota seeks a Private Client Banker to build lasting relationships with clients and employees, providing education and advice to help them manage their money and reach their financial goals. You will embody our Customer Promise, focusing on integrity, service, and inclusion.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts, offer self-service options 24/7, and ensure compliance