Private Client Banker - Madison Area - Madison, WI
JPMorganChase Madison, WI
Security verification
JPMorganChase Madison, WI
1 hour ago
See who JPMorganChase has hired for this role
JPMorganChase Madison, WI
1 hour ago
Security verification
Save job
Welcome back
Sign in to save Private Client Banker - Madison Area - Madison, WI at JPMorganChase.
- Report this job
Job DescriptionYou have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
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 will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job 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
Required Qualifications, Capabilities, And Skills
- 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
Dodd Frank/Truth in Lending ActThis position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
About UsChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursem*nt, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
-
Seniority level
Not Applicable -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Financial Services
Referrals increase your chances of interviewing at JPMorganChase by 2x
See who you know
Get notified about new Private Banker jobs in Madison, WI.
Sign in to create job alert
Similar jobs
-
Private Banker (MIAMI)
Private Banker (MIAMI)
Pacifica Continental
Miami, FL
-
SVP, Private Banker
SVP, Private Banker
JCW
Beverly Hills, CA
-
Entry Level - Investment Advisor
Entry Level - Investment Advisor
Equitable Advisors
Hoboken, NJ
-
Entry Level - Financial Consultant
Entry Level - Financial Consultant
Equitable
Hoboken, NJ
-
Financial Advisor
Financial Advisor
Equitable Advisors
Boston, MA
-
SVP, Private Banker
SVP, Private Banker
NexBank
Dallas, TX
-
Business Banker
Business Banker
Range Bank
Kingsford, MI
-
Investment Banker
Investment Banker
Augment Jobs
New York, NY
-
Entry Level - Financial Advisor (Columbia, MD)
Entry Level - Financial Advisor (Columbia, MD)
Equitable Advisors
Columbia, MD
-
Financial Advisor
Financial Advisor
Strategic Fortune Wealth Management
West Covina, CA
-
Wealth Management Private Banker
Wealth Management Private Banker
Fremont Bank
Fremont, CA
-
Private Wealth Advisor
Private Wealth Advisor
ECG Resources, Inc.
Los Angeles Metropolitan Area
-
Financial Advisor
Financial Advisor
Bankers Life
Paramus, NJ
-
Retail Banker
Retail Banker
First Community Bank of South Carolina
-
Private Wealth Advisor
Private Wealth Advisor
ECG Resources, Inc.
San Francisco, CA
-
Financial Advisor & Consultant
Equitable Advisors
New York City Metropolitan Area
-
Financial Advisor Entry Level
Financial Advisor Entry Level
Equitable Advisors
Secaucus, NJ
-
Financial Advisor-Entry Level
Financial Advisor-Entry Level
Equitable Advisors
Edison, NJ
-
Financial Advisor
Financial Advisor
Equitable Advisors
Toms River, NJ
-
Entry Level Financial Advisor
Entry Level Financial Advisor
Stone Press Financial Group
Greensboro, NC
-
Private Wealth Advisor
Private Wealth Advisor
StevenDouglas
Greater Boston
-
Private Wealth Advisor
Private Wealth Advisor
The Anderson Search Group
Los Angeles, CA
-
Financial Advisor & Consultant
Equitable Advisors
Denver Metropolitan Area
-
Financial Advisor
Financial Advisor
Bankers Life
Miami, FL
-
Financial Advisor
Financial Advisor
Bankers Life
Kalamazoo, MI
-
Financial Advisor
Financial Advisor
Atria Wealth Solutions
Riverside, CA
-
Financial Advisor - Entry Level
Financial Advisor - Entry Level
Equitable Advisors
Charlotte, NC
People also viewed
-
Financial Advisor & Consultant
Equitable Advisors
Dallas-Fort Worth Metroplex
-
Financial Advisor - Entry Level
Financial Advisor - Entry Level
Equitable Advisors
Charlotte, NC
-
Private Equity Consultant
Private Equity Consultant
Augment Jobs
New York, NY
-
Investment Banking Consultant
Investment Banking Consultant
Augment Jobs
New York, NY
-
Financial Advisor
Financial Advisor
Tampa, FL
-
Entry Level Financial Advisor
Entry Level Financial Advisor
Stone Press Financial Group
Lexington, SC
-
Financial Advisor
Financial Advisor
Bankers Life
New Rochelle, NY
-
Financial Advisor
Financial Advisor
Bankers Life
Fredericksburg, VA
-
Financial Advisor
Financial Advisor
Bankers Life
Wilkes-Barre, PA
-
Financial Advisor - Entry Level
Financial Advisor - Entry Level
Equitable Advisors
Secaucus, NJ
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub