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

JPMorgan Chase & Co. • Green Bay, WI

1d • Onsite

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 branch customers. 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 helping customers make the most of their money through education and advice tailored to their financial needs. You share the value of Chase Private Client with eligible clients, connect customers with specialists for their financial needs, and help clients access convenient self-service banking options. The position requires compliance with banking policies, procedures, and regulatory requirements, as well as the Dodd Frank/Truth in Lending Act and SAFE Act requirements applicable to Loan Originators.

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.
• Beginning October 1, 2018, candidates not currently registered must have the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 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 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.
• Required NMLS registration under the SAFE Act of 2008, or updating an existing registration as necessary after starting employment; continued employment depends on compliance, registration immediately after the start date, and timely annual renewal and updates.
• Employment is contingent on 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 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.
• 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 set up self-service options to access their accounts 24 hours a day, 7 days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Manage client banking relationships and generate growth in balances.

What This Job Offers

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