Wealth Relationship Banker

JP Morgan Chase; Eagan (MN); On-site; USD 70,000 - 100,000; Full time

Job summary

JP Morgan Chase in Minnesota seeks a Private Client Banker to manage affluent clients’ banking relationships and drive growth through referrals and proactive service. You will coordinate with Specialists to connect clients with experts and support their financial needs, while maintaining adherence to regulatory guidelines and internal policies.

The role emphasizes relationship-based advice, client education, and convenient access to self-service options for 24/7 banking, with a focus on

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services with proven client growth
• Compliance with Dodd-Frank/Truth in Lending Act requirements
• High school diploma or GED
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Sales experience

Customer service

Financial services knowledge

Education

High school diploma or GED

Job description

JP Morgan Chase in Minnesota seeks a Private Client Banker to manage affluent clients’ banking relationships and drive growth through referrals and proactive service. You will coordinate with Specialists to connect clients with experts and support their financial needs, while maintaining adherence to regulatory guidelines and internal policies.

The role emphasizes relationship-based advice, client education, and convenient access to self-service options for 24/7 banking, with a focus on