Private Client Banker - MN South Market - Burnsville, M

JPMorganChase • Burnsville, MN

3d • 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 customers in the branch. You manage clients’ complete banking relationships across the company, using a proactive and disciplined approach to grow their balances. You also help acquire new clients by soliciting referrals and developing internal and external sources.

The role supports Chase’s Customer Promise by providing education and advice tailored to customers’ financial needs and helping them make the most of their money. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on compliance with these 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 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses; alternatively, complete these successfully within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act requirements, including applicable Loan Originator qualification requirements.
• High school degree, GED, or foreign equivalent.
• Adhere to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration as necessary, immediately after starting; complete annual renewal and required updates on time.
• Maintain compliance with the SAFE Act and other applicable continued-employment requirements. An employment offer is contingent on review of criminal conviction history, credit report, NMLS information, and other relevant information. 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.
• Actively manage banking relationships through an advice-based approach, ensuring clients receive products and services that meet their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists for their financial needs.
• Help clients access 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.
• Acquire new clients by soliciting referrals and developing internal and external sources.

What This Job Offers

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