Private Client Banker-Minnesota Northern Market
JPMorganChase
Job Description 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. 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 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 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: 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 JPMorganChase
$122k - $146.5k
...Title Expert Consultant, Marketing (MarTech) Job ID 108845... ...practitioners who partner with clients (and their agencies) to drive... ...Due diligence - Partner with private equity fund clients to assess... ...training and skill level.For Minnesota, the good-faith, reasonable...Private clientPermanent employmentFull timeLocal area- JPMorgan Chase in Minnesota seeks a Private Client Banker to manage and deepen banking relationships with a select group of affluent clients and other customers in the branch. You will leverage a proactive, advice-based approach to grow balances and help clients meet financial...Private client
- JPMorgan Chase & Co. in Minnesota seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and oversee their complete banking relationship. You will solicit referrals and collaborate with Specialists to meet clients’ sophisticated financial...Private clientFlexible hoursAfternoon shift
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...Tax Senior Manager to join our Private Client Services Trust & Estate / High-... ...service, relationship development, market presence, and business... ...attorneys, financial professionals, bankers, and investors who serve these clients.For Minnesota candidates, the expected salary...Private clientFull timeLocal area$150k - $210k
...positions Collaborate with the Private Client Services and Trust & Estate... ...public firms, and middle-market companies, as well as high net... ..., financial professionals, bankers, and investors who serve these... ...@eisneramper.com . For Minnesota and Illinois, the expected salary...Private clientFull timeFixed term contractLocal area$110k - $140k
...seeking a Tax Manager to join the Private Client Services (PCS) practice. We are... ...public firms, and middle-market companies, as well as high net... ...attorneys, financial professionals, bankers, and investors who serve these clients.For Minnesota candidates, the expected salary...Private clientFull timeTemporary workPrivate practiceWork at officeLocal area- ...involves working on mergers and acquisitions, private equity, capital markets, and related securities filings for national clients in a fast-paced environment. Ideal... ...analytical and leadership skills, be licensed in Minnesota or eligible for admission, and collaborate...
$90k - $110k
Who You’ll Work With: You will join the Private Alternatives Marketing team supporting AllianceBernstein’s (AB) growing Private Alternatives platform... ...and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets...Private clientTemporary workWork at office$75k - $100k
...Senior Associate to join the Private Client Services (PCS) team. This role... ...global public firms, and middle-market companies, as well as high net... ..., financial professionals, bankers, and investors who serve these clients. For Minnesota candidates, the expected salary...Private clientTemporary workWork at officeLocal area$84k - $110k
Job Summary Private Client Services at BDO is a boutique practice within our firm. We offer a... ...00 Massachusetts: $90,000 - $100,000 Minnesota: $75,000 - $84,000 New Jersey: $82,000... ...delivering exceptional experiences to middle‑market leaders, sharing insights, and helping...Private clientWork at office$20 per hour
Company: Marsh McLennan Agency Description: MarComm Intern - Marketing Communications Our not-so-secret sauce. Award-winning,... ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking...Private clientHourly payFull timeWork experience placementInternshipLocal areaNight shift$24.87 - $41.45 per hour
...Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.Supports less experienced account... ....# **Location:**Minneapolis, Minnesota, United States of AmericaGreat companies...Private clientHourly payWork experience placementImmediate start$102k - $190k
...and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery... ...Acts as an ambassador to enhance BMO’s reputation in the market. Adheres to all policies and procedures, guidelines, legal...Contract workPart timeLocal areaShift work- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer... ...and developments in the assigned market Present recommendations for producing... ...offer mortgage loan products based on client needs Review and analyze low to moderately...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$210k - $307.2k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...focused on maintaining and growing the Bank's market share while serving as a bank ambassador... ...development needsRisk Management:Ensures Private Bank/regulatory compliance and risk...Full timeWork at officeLocal areaFlexible hoursShift workDay shift- ...diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees... ...MinnesotaMinneapolis, MinnesotaSummaryLocation: Minneapolis, Minnesota; Minneapolis, MinnesotaType: Full timePrivate clientFull time
$102k - $190k
...and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery... ...situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal...Part timeShift work- ...exceptional Financial / Wealth Advisor for their High Net-worth Private Client practice in Minneapolis - this is an ongoing brief, as our... ...intelligence, curiosity, and a solid understanding of Capital Markets. Character : A passion for learning, coupled with humility,...Private clientFull timePrivate practice
$80k - $90k
...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their...Interim roleWork at officeLocal areaImmediate startShift workDay shift$170k - $250k
A leading tax consulting firm is seeking a Tax Managing Director for its Private Client Services in Minneapolis, Minnesota. This role involves leading tax engagements, mentoring team members, and providing top-notch tax compliance and consulting services to high-net-worth...Private client$100k
...as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The... ...supported by sales support, client services, marketing, research and more. The Day-to-Day:Convert prospects...Private clientWork at officeLocal areaRemote work$159k - $238k
...have an exciting opportunity for our next Minnesota Market Leader with a demonstrated background in business development, client relations, and delivery of municipal water,... ...environmental solutions for municipalities, private industry, and government agencies. We strive...Full timeContract workTemporary workWork at officeLocal area$75k - $84k
A leading global accounting firm is seeking a Tax Senior in Private Client Services. This role involves delivering tax compliance and consulting... ...offers competitive compensation, with a salary range in Minnesota from $75,000 to $84,000, along with opportunities for career...Private client$105.4k - $207.8k
...Deloitte Strategy & Transactions team helps guide clients through their most critical moments and... ...integration, and separation engagements for corporate and private equity clientsAnalyzing financial, operational, and market data to inform transaction decisions and growth...Private clientLocal areaVisa sponsorship$90.9k - $131.8k
...and construction related services for clients primarily located in Minnesota.Your Key ResponsibilitiesClient... ...MinnesotaExperience with public and/or private sector clients and projectsExperience... ...in his/her ability to be a market leaderKnown for sustaining long-term...Private clientFull timeContract workTemporary workPart timeCasual workLocal areaFlexible hours- Marsh McLennan Agency is seeking a Senior Private Client Advisor to join our Private Client Services team in a hybrid role. You’ll analyze... ...client exposures and loss experiences to tailor coverages, present market data, and advise on complex risks while driving client...Private client
$17 - $27.5 per hour
...Market Relationship BankerOld National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique... ...and cultivates long-term client relationships by providing insight... ..., Merchant Services, Private Banking, Wealth Management,...$17 - $29.75 per hour
...Market Relationship BankerOld National Bank has been serving clients and communities since 1834. With over $70 billion in total assets... ...seeking a Market Relationship Banker to join our Community Banking... ...Management, Merchant Services, Private Banking, Wealth Management, Commercial...$136.85k - $233k
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...The role will be located in Minnesota. What You'll Do Transaction Management... ...part of AllianceBernstein's Private Alternatives business. Since... ...through ever-changing credit market cycles, investing $155... ...providing thoughtful advice to our clients, we are fully invested in you...Private clientTemporary workWork at office
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