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
$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...SuggestedHourly payWork experience placementFlexible hoursDay shift$17 - $28.96 per hour
...solutions.Support the operational integrity and compliance of the branch, adhering to all policies and regulations.Participate in the Banker Roadmap program, completing training milestones and certification requirements.Educate customers on digital banking options and...SuggestedHourly payImmediate start$41.71k - $65k
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...firmly rooted in its core values.ResponsibilitiesThe 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- ...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
...solutions. Support the operational integrity and compliance of the branch, adhering to all policies and regulations. Participate in the Banker Roadmap program, completing training milestones and certification requirements. Educate customers on digital banking options and...Hourly payImmediate 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...
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$38.92k - $57.24k
...In-office Madison WI Full time R-8916 Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial...Full timeWork at officeLocal areaFlexible hoursAfternoon shift$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$35.75k - $52.04k
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- 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 an...Work experience placement
$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- ...Job Description Job Description Starion Bank is looking for an experienced Banker in Middleton! Join Our Team as a Business Banking Officer, VP! Are you a customer-focused, disciplined, and ethical individual with a passion for inspiring others? If so, we want you...Local area
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- Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment Professionals' Compensation | Charles Schwab...
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- A financial services staffing company is seeking an Entry-Level Financial Professional to work primarily online, building relationships and providing financial education. This role offers the flexibility of remote or hybrid options, a generous compensation structure, and...Remote work
- Overview Patient Financial Counselor- on site Full time Monday - Friday Fully benefited Why Join: Competitive compensation with industry leading annual performance-based bonus opportunityComprehensive benefits including medical, dental, and vision insurance401(k) with ...Full timeLocal areaMonday to Friday
$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a commitment to providing personalized financial solutions. Position Overview...Local area
$51.8k - $95.9k
Application Deadline: 09/29/2026 Address: 4711 Monona Drive Job Family Group: 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...Contract workPart timeLocal area- BMO Financial Group in the United States is seeking a senior Relationship Manager for high-net-worth clients to deliver a comprehensive wealth management experience integrating banking, investments, and planning. You will coordinate cross-disciplinary teams to craft tailored...
$134.28k - $164.12k
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth...Temporary workWork experience placementLocal area$55k - $85k
Financial Advisor We're seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps that give families peace of mind. This collaborative, client-facing role is perfect for a strategic thinker who thrives on trust-building...Work at officeRemote workShift work
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