Wealth Relationship Banker for Private Clients

JPMorgan Chase & Co.; Virginia (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients and other customers within the branch.

You will manage their banking relationship with a proactive, advice-based approach and collaborate with Specialists to meet advanced financial needs. The role requires strong communication, client acquisition experience, and adherence to regulatory requirements.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition and revenue generation.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• National Mortgage Licensing System (NMLS) registration required after start date.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages their banking relationship through an advice-based approach to provide best products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by setting up self-service options access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

Client acquisition

Regulatory compliance

Financial products knowledge

Communication skills

Education

High school diploma

Bachelor's degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients and other customers within the branch.

You will manage their banking relationship with a proactive, advice-based approach and collaborate with Specialists to meet advanced financial needs. The role requires strong communication, client acquisition experience, and adherence to regulatory requirements.