Affluent Client Relationship Banker

JPMorgan Chase & Co.; Ramona (CA); On-site; USD 60,000 - 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 banking relationships with an advice-based approach, recommending the best products and services to meet financial goals.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and provide access to self-service options 24/7. Weekend/evening hours are expected.

Qualifications

• Proven success in acquiring and deepening client relationships.
• 1+ year branch banking banker or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7, state registration (63/66 if required) and Life licenses due within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma or 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 sell products/services.
• Partners with Specialists to connect clients to experts for their needs.
• Sets up self-service options to access accounts 24/7 for clients.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Communication skills

Education

High school diploma or GED

College degree (preferred)

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 banking relationships with an advice-based approach, recommending the best products and services to meet financial goals.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and provide access to self-service options 24/7. Weekend/evening hours are expected.