Affluent Client Banker: Build Wealth & Relationships

JPMorgan Chase & Co.; San Jose (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. in San Jose, CA seeks a Private Client Banker in Branch Banking serving a select group of affluent clients.

You will manage their banking relationship with an advice-based approach, helping clients access the best products and services while expanding the client base. You will partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts; you will promote self-service options and ensure compliance with applicable

Qualifications

• Proven ability to acquire and deepen client relationships.
• 1+ year experience in branch banking or financial services with revenue generation.
• SIE/Series 6/7 and state licenses required or completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree or GED.
• Ability to work branch hours including weekends/evenings.
• Adherence to policies and regulatory requirements.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• 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 to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by promoting self-service options access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Sales & revenue generation

Financial services experience

Regulatory compliance

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. in San Jose, CA seeks a Private Client Banker in Branch Banking serving a select group of affluent clients.

You will manage their banking relationship with an advice-based approach, helping clients access the best products and services while expanding the client base. You will partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts; you will promote self-service options and ensure compliance with applicable