Private Client Banker - Greater Milwaukee Market - Mequon,WI

JPMorganChase • Mequon, WI

2d • Onsite

About The Position

As a Private Client Banker in Chase Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other branch customers. You manage clients’ complete banking relationships across the company, using a proactive and disciplined approach to grow balances and acquire new clients through referrals and internal and external sources. The role focuses on building lasting relationships, providing education and advice tailored to customers’ financial needs, and delivering a welcoming, valued customer experience.

This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, good character, and general fitness. A felony conviction within the last seven years disqualifies candidates. The role also requires NMLS registration under the SAFE Act, including successful registration or an update immediately after starting and timely annual renewals and required updates. Continued employment depends on compliance with applicable requirements.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least one year of Branch Banking Banker experience or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not already registered, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses are required, or must be successfully completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act requirements, including applicable Loan Originator qualification requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Required NMLS registration under the SAFE Act, with timely registration, renewal, and updates.
• Employment is contingent on review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, good character, and general fitness; any felony conviction within the last seven years disqualifies candidates.

Nice To Haves

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation and commitment to a long-term career with the firm.

Responsibilities

• Share the value of Chase Private Client with clients who may be eligible.
• Manage banking relationships using an advice-based approach and ensure clients receive products and services suited to their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
• Help clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED