Private Client Banker - Green Bay Main Branch - Green Bay, WI

JPMorganChase • Green Bay, WI

11h • Onsite

About The Position

As a Private Client Banker in Branch Banking, you serve as the main point of contact for a select group of Chase’s affluent clients and other branch customers. You manage clients’ complete banking relationships across the company through a proactive, advice-based approach, helping them choose products and services suited to their financial needs and generating growth in their balances. You also help acquire new clients by soliciting referrals and developing internal and external sources, and connect customers with specialists for their financial needs.

The position requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of criminal conviction history, credit report, NMLS information, and other relevant information. NMLS registration under the SAFE Act is required, with registration or an update after starting, plus annual renewal and required updates to maintain employment.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 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.
• Comply with Dodd Frank/Truth in Lending Act requirements for Loan Originators; continued employment is contingent on meeting these requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• NMLS registration under the SAFE Act, or updating an existing registration as necessary, with successful registration immediately after starting and timely annual renewal and required updates thereafter.
• Any felony conviction within the last seven years disqualifies candidates from consideration.

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 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 specialists.
• Help clients access their accounts conveniently by sharing and setting up 24/7 self-service options.
• 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