Affluent Client Relationship Banker

JPMorganChase; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients in a branch setting. You will manage the full banking relationship with a proactive advisory approach, helping clients access education and tailored financial solutions.

You will collaborate with specialists to connect clients to experts and promote self-service options while adhering to regulatory requirements and branch schedules, including weekends and some evenings.

Qualifications

• 1+ year in branch banking with success in acquiring and maintaining client relationships.
• SIE exam, FINRA Series 6/7, state licenses (63/66) or plan to complete within 180 days.
• Compliance with Dodd-Frank and Truth in Lending Act requirements.
• High school diploma or foreign equivalent; willingness to work weekends/evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships using an advisory approach to offer best products.
• Connect clients with specialists for specialized financial needs.
• Facilitate self-service options to access accounts 24/7.
• Adhere to all policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance awareness

Flexible work hours

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients in a branch setting. You will manage the full banking relationship with a proactive advisory approach, helping clients access education and tailored financial solutions.

You will collaborate with specialists to connect clients to experts and promote self-service options while adhering to regulatory requirements and branch schedules, including weekends and some evenings.