Affluent Client Relationship Banker

JPMorgan Chase & Co.; Chesterfield Court House (VA); On-site; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients with education and tailored financial guidance.

You will manage the full banking relationship for your clients, supporting growth, referrals, and bringing in new business through a proactive, advice-based approach. Collaborating with Specialists to connect clients to mortgage, investment, and business experts, you will also promote self-service options and stay compliant with all regulations and

Qualifications

• Proven ability to acquire and deepen client relationships.
• 1+ year in branch banking or financial services sales.
• SIE, FINRA 6/7 and Life licenses required within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work branch hours including weekends.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships through advice-based banking.
• Collaborate with Specialists to connect clients to experts.
• Facilitate self-service access for 24/7 account access.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Education

High school diploma or GED

Tools

NMLS knowledge

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients with education and tailored financial guidance.

You will manage the full banking relationship for your clients, supporting growth, referrals, and bringing in new business through a proactive, advice-based approach. Collaborating with Specialists to connect clients to mortgage, investment, and business experts, you will also promote self-service options and stay compliant with all regulations and