Wealth Client Banking Advisor

JPMorganChase; Edina (MN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

Employee benefits program

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their complete banking relationship with a proactive, education-based approach to grow balances and deepen loyalty.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with the right experts and resources, while meeting regulatory requirements and supporting flexible branch hours.

Qualifications

• Experience acquiring, cultivating, and maintaining client relationships and revenue growth.
• 1+ year Branch Banking Banker or equivalent in financial services with success in new client acquisition.
• SIE exam, FINRA Series 6/7, state registrations and Life licenses required within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships through an advice-based approach to deliver best-fit products and services.
• Partners with Specialists to connect customers to experts for specialized needs.
• Sets up self-service options to access accounts 24/7 for client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication skills

Experience cultivating relationships

Strong team orientation

College degree or military equivalent

Ability to work branch hours

Education

High school degree, GED, or foreign equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their complete banking relationship with a proactive, education-based approach to grow balances and deepen loyalty.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with the right experts and resources, while meeting regulatory requirements and supporting flexible branch hours.