Affluent Client Banker & Relationship Advisor

JPMorgan Chase & Co.; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage their complete banking relationship with an advice-driven approach and coordinate with Specialists to meet complex financial needs.

The role emphasizes referrals, new client acquisition, and flexibility to work branch hours, including some evenings and weekends. Strong communication and regulatory compliance are essential.

Qualifications

• 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 revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and licensing requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to provide best-fit products and services.
• Partners with Specialists to connect clients to experts for complex needs.
• Improves client convenience by promoting self-service options accessible 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication

Regulatory knowledge

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage their complete banking relationship with an advice-driven approach and coordinate with Specialists to meet complex financial needs.

The role emphasizes referrals, new client acquisition, and flexibility to work branch hours, including some evenings and weekends. Strong communication and regulatory compliance are essential.