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

JPMorgan Chase & Co. • Rochester, 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 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 involves helping customers make the most of their money through education and advice tailored to their financial needs.

This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Continued employment is contingent on compliance with those requirements and the SAFE Act, including NMLS registration or updating an existing registration after starting, annual renewal, and required updates. An employment offer is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates from consideration.

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, Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required or must be successfully completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act qualification requirements.
• 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.
• Comply with SAFE Act requirements, including NMLS registration or updating an existing registration after starting, annual renewal, and required updates.
• Meet JPMC’s financial responsibility, good character, and general fitness requirements for the position.

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 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 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.
• Generate growth in client balances through a proactive and disciplined approach.

What This Job Offers

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