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Private Client Banker - Madison Area - Madison, WI

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JP Morgan Chase & Co.

2mo ago

  • Job
    Full-time
    Entry Level
  • Customer Relations
  • Madison

AI generated summary

  • You need at least 1 year of experience in financial services, success in client acquisition, ability to work branch hours, and obtain necessary licenses within 180 days. Strong communication, relationship-building, and team skills are a plus.
  • You will be actively managing client relationships, providing personalized financial advice, connecting clients with specialists, promoting self-service options, and ensuring compliance with banking regulations.

Requirements

  • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
  • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
  • Beginning Oct. 1, 2018, if you are not currently registered, the 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
  • 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
  • Preferred qualifications, capabilities, and skills:
  • Excellent communication skills
  • College degree or military equivalent
  • Experience cultivating relationships with affluent clients
  • Strong team orientation with a commitment of long-term career with the firm

Responsibilities

  • Shares the value of Chase Private Client with clients that may be eligible
  • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
  • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
  • Adheres to policies, procedures, and regulatory banking requirements

FAQs

What are the main responsibilities of a Private Client Banker in the Madison area?

The main responsibilities include managing the complete banking relationship of affluent clients, generating growth in their balances, acquiring new clients through referrals and developing sources, and serving as the main point of contact for clients in the Branch.

What qualities are important for a Private Client Banker in this role?

Important qualities for success in this role include proactivity, discipline, strong interpersonal skills, sales acumen, and the ability to build and maintain relationships with affluent clients.

How does a Private Client Banker in the Madison area acquire new clients?

Private Client Bankers acquire new clients by actively soliciting referrals from existing clients and developing internal and external sources such as networking within the community and building relationships with centers of influence.

What is the main focus for a Private Client Banker in terms of generating growth in client balances?

The main focus is to utilize a proactive and disciplined approach to generate growth in client balances by offering tailored financial solutions and services to meet the individual needs of affluent clients.

What sets a Private Client Banker in the Madison area apart from other Bankers?

Private Client Bankers in the Madison area are specialized in serving affluent clients with complex banking needs, providing personalized service, and building long-term relationships to help clients achieve their financial goals.

JP Morgan Chase & Co.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.