Private Client Wealth Relationship Banker

JPMorganChase; Forest Lake (MN); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage affluent clients and their complete banking relationship. You will actively solicit referrals and develop internal and external sources to grow client balances, while delivering education and advice tailored to each customer's financial needs.

The role emphasizes relationship-driven service, adherence to regulatory requirements, and collaboration with specialists to meet client needs.

Qualifications

• Experience in branch banking and client acquisition.
• SIE exam and FINRA licenses required or to be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.
• High school diploma or equivalent.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages client relationships with an advice-based approach.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.
• Sets up self-service options for clients to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Communication skills

Team collaboration

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage affluent clients and their complete banking relationship. You will actively solicit referrals and develop internal and external sources to grow client balances, while delivering education and advice tailored to each customer's financial needs.

The role emphasizes relationship-driven service, adherence to regulatory requirements, and collaboration with specialists to meet client needs.