Private Client Banker - Rochester Crossroads Branch (New Build) - Rochester, MN

JPMorganChase • Rochester, MN

2d

About The Position

The Private Client Banker is the main point of contact for a select group of Chase’s affluent clients and other branch customers. The role manages clients’ complete banking relationships across the company using a proactive, advice-based approach to grow balances and ensure clients receive suitable products and services. The banker also helps acquire new clients through referrals and internal and external sources, and connects customers with specialists for more complex financial needs.

The role requires compliance with banking policies, procedures, and regulatory requirements. Employment is contingent on meeting Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including relevant background and financial-responsibility reviews, and on NMLS registration under the SAFE Act. Continued employment depends on maintaining 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 already 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, or complete them 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.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act immediately after starting, and complete required annual renewals and updates.
• Ability to work branch hours, including weekends and some evenings.

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, 7 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
• Education Level: High school or GED