Affluent Client Relationship Banker

JPMorganChase; Cave Creek (AZ); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Base salary as the starting pay

Commission-based pay and discretionary

Health care coverage and retirement +

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker to manage affluent client relationships and broader customer banking needs. You will drive growth by referrals, education and an advice-based approach, coordinating with specialists to connect clients with the right experts.

The role requires licenses or completion within 180 days, a solid compliance record, and flexibility for weekend/evening hours. A path to long-term career with the firm is emphasized.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state licenses (63/66 if required) or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to deliver best-fit products.
• Partners with Specialists to connect clients to experts for complex needs.
• Enables client access to self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Communication skills

Sales & referrals

Client service orientation

Team collaboration

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker to manage affluent client relationships and broader customer banking needs. You will drive growth by referrals, education and an advice-based approach, coordinating with specialists to connect clients with the right experts.

The role requires licenses or completion within 180 days, a solid compliance record, and flexibility for weekend/evening hours. A path to long-term career with the firm is emphasized.