Wealth & Private Client Relationship Banker

Next Frontier Capital; Madison (WI); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker to serve a select client group within a branch, managing their full banking relationship with an advice-based approach.

You will collaborate with specialists to address sophisticated financial needs and help clients access self-service options around the clock. The role requires a strong track record in acquiring and maintaining affluent clients, excellent communication skills, and flexibility to work weekends and some evenings in a branch

Qualifications

• Experience building relationships to acquire and deepen clients.
• 1+ year branch banking or equivalent financial services experience.
• Regulatory licensing or ability to obtain within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Must be able to work branch hours, including weekends/evenings.

Responsibilities

• Share value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach.
• Partner with specialists to connect clients to experts.
• Set up self-service options for 24/7 access to accounts.
• Adhere to policies, procedures, and banking regulations.

Skills

Relationship-based sales

New client acquisition

SIE exam & FINRA licenses

Dodd-Frank compliance

Regulatory banking requirements

Weekend/evening availability

Excellent communication

Military or college degree

Affluent client relationships

Team orientation for long-term career

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. seeks a Private Client Banker to serve a select client group within a branch, managing their full banking relationship with an advice-based approach.

You will collaborate with specialists to address sophisticated financial needs and help clients access self-service options around the clock. The role requires a strong track record in acquiring and maintaining affluent clients, excellent communication skills, and flexibility to work weekends and some evenings in a branch