Private Client Banker - MN South Market - Burnsville, M
About The Position
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the branch. You manage their complete banking relationship across the company, using a proactive and disciplined approach to grow balances. You help acquire new clients by soliciting referrals and developing internal and external sources. The role focuses on building lasting relationships, providing advice and education tailored to customers’ financial needs, and helping clients access appropriate products, services, and specialists. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires registration under the SAFE Act through the National Mortgage Licensing System and Registry (NMLS). Continued employment is contingent on meeting the applicable qualification, registration, renewal, and update requirements.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- At least 1 year of Branch Banking Banker or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
- If not currently registered, pass the Securities Industry Essentials (SIE) exam, FINRA Series 6/7, applicable state registration (including 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
- Compliance with the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
- High school degree, GED, or foreign equivalent.
- Adherence to policies, procedures, and regulatory banking requirements.
- Ability to work branch hours, including weekends and some evenings.
- Register with NMLS or update an existing registration as necessary upon active employment, and comply with SAFE Act registration, annual renewal, and update requirements.
- Employment is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information to determine financial responsibility, good character, and general fitness; a felony conviction within the last seven years disqualifies applicants.
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.
- Actively manage banking relationships through an advice-based approach, ensuring 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, 7 days a week.
- Adhere to policies, procedures, and regulatory banking requirements.
- Solicit referrals and develop internal and external sources to help acquire new clients.
- Proactively manage client relationships to generate growth in balances.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
