Affluent Client Relationship Banker

Fairygodboss; Searcy (AR); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker to be the primary contact for affluent branches, managing full banking relationships with a proactive, education-based approach. You will generate growth by referrals and develop internal and external connections.

The role requires handling complex client needs, collaboration with specialists, and adherence to regulatory requirements, with weekend/evening hours expected.

Qualifications

• 1+ year of branch banking banker experience with new client acquisition
• SIE/Series 6/7 and state licenses required or must be completed within 180 days
• Compliance with Dodd-Frank/TILA
• High school diploma or equivalent
• Ability to work branch hours including weekends and some evenings

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 clients to experts
• Facilitates self-service options for clients
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

Branch banking

Licenses & exams

Regulatory compliance

High school diploma

Policy adherence

Weekend/evening hours

Education

High school diploma or equivalent

Tools

SIE/Series 6/7 licenses

Job description

JPMorgan Chase & Co. seeks a Private Client Banker to be the primary contact for affluent branches, managing full banking relationships with a proactive, education-based approach. You will generate growth by referrals and develop internal and external connections.

The role requires handling complex client needs, collaboration with specialists, and adherence to regulatory requirements, with weekend/evening hours expected.