Affluent Client Relationship Banker

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Phoenix is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationships.

You will actively solicit referrals, offer tailored education, and drive growth by providing the right products and advice. You will work with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts while promoting self-service options for convenient 24/7 access.

Qualifications

• Experience building client relationships and growing balances.
• 1+ year in branch banking or equivalent financial services role.
• Licensing requirements or willingness to obtain (SIE, Series 6/7, state licenses) within 180 days.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Partners with Specialists to connect customers to experts.
• Promotes self-service options for 24/7 access to accounts.
• Adheres to policies and regulatory requirements.

Skills

Relationship management

New client acquisition

Communication skills

Financial services experience

Team collaboration

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Phoenix is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationships.

You will actively solicit referrals, offer tailored education, and drive growth by providing the right products and advice. You will work with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts while promoting self-service options for convenient 24/7 access.