Private Banker
Fairygodboss
You have a passion 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. 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 Compliance with Dodd Frank/Truth in Lending Act* 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 Act This 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 during the 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: ABOUT US Chase 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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 reimbursement, 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 TEAM Our 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. #J-18808-Ljbffr
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- ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker Full Time Professional St Germain, WI, US 5 days ago Requisition ID: 1241 Named American Banker’s “Best Banks to Work For” SIX...SuggestedFull time
$17 - $27.5 per hour
...firmly rooted in its core values. Responsibilities The Relationship Banker develops and cultivates long-term client relationships by... ...Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on...SuggestedImmediate start- U.S. Bank is seeking a Client Relationship Consultant 3 in Minocqua, WI to engage customers across channels and provide tailored financial guidance. The role emphasizes trust, digital-first service, and proactive client outreach. You will open accounts, process transactions...Suggested
$17 - $28.96 per hour
...and hiring process. Associated Bank conducts a thorough background check on all new hires.***Join Associated Bank as a Relationship Banker, where you’ll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In...Hourly payImmediate start$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: Mcminnville, ORtime type: Full timeposted on: Posted Todaytime left to apply: End Date... ...and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus...Hourly payWork experience placementFlexible hoursDay shift- ...U.S. Bank in La Pine, OR is seeking a Peak Time Client Relationship Consultant (Banker) for a part-time role (less than 20 hours per week) at a branch. You will build client relationships through proactive outreach and follow up, ask questions, and learn about customers...Part time
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## Personal Banker IApplyremote type: In-officelocations: Cottage Grove WI: Fitchburg WItime type: Full timeposted on: Posted Todayjob requisition id: R-8733\*This position will require occasional floating between our Cottage Grove and Fitchburg branch\***Personal Bankers...Local areaFlexible hoursAfternoon shift- ...believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Personal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch,...Temporary workWork at officeLocal area
$17 - $28.96 per hour
...hiring process. Associated Bank conducts a thorough background check on all new hires. Join Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In...Hourly payImmediate start- ...General Summary The role of the Relationship Banker is to establish new and increase existing client account relationships through sales and referrals of bank products and services. This position serves as a proactive member of the Retail Banking branch team by being...Work experience placement
$32.64k - $62.64k
...This position will require occasional floating between our Cottage Grove and Fitchburg branch Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and...Local areaFlexible hoursAfternoon shift$41.71k - $65k
Application Deadline: 09/08/2026 Address: 610 W Verona Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding ...Full timeContract workPart timeLocal areaImmediate startShift work$17 - $28.96 per hour
...development are encouraged and supported, then Associated Bank may be the right place for you. Join Associated Bank as a Relationship Banker, where you’ll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In...Hourly pay$75k - $100k
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money‑minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry‑level financial advisor candidate...Work at office- ...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...Immediate startAfternoon shift
$75k - $100k
Job Description Job Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful...Work at office- Client Relationship Consultant Part-time 20 Hours Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital...Part time
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- ...KeyCorp in Clackamas, Oregon seeks a Personal Banker who engages clients in meaningful conversations to uncover needs and provide guidance for financial wellness. You’ll attract new clients and deepen relationships with existing ones, delivering solutions with confidence...
- Job Description Are you looking for a career that will leverage your years of work experience, provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work ...Work experience placement
- Overview Patient Financial Counselor- on site Full time Monday - Friday Fully benefited Why Join: Competitive compensation with industry leading annual performance-based bonus opportunity Comprehensive benefits including medical, dental, and vision...Full timeLocal areaMonday to Friday
$51.8k - $95.9k
Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...Part timeLocal area$81.86k - $120.41k
...Wealth Advisor The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes... ...Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to...Work at officeLocal areaFlexible hours- ...Overview UW Credit Union is growing and hiring a group of P ersonal Banker (internally known as Financial Specialists) to provide remarkable service and support our members in the Madison area. Join our team as a Financial Specialist and be part of a rewarding journey...H1bWork at officeFlexible hoursDay shift
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Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial ...Full timeContract workFor contractorsWork at office$50k
...where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for...Work at officeWork from homeHome officeFlexible hours- Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you'll serve existing clients, expand your network through business development,...Full timeWork at officeMonday to FridayFlexible hours
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