Affluent Client Relationship Banker

Aumni; South Carolina; On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health coverage

Wellness centers

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage affluent clients and a broad customer base within a branch setting.

You will drive growth by proactive relationship management, referrals, and collaboration with specialists to tailor financial solutions. You will operate within the Chase Private Client program, adhering to regulatory requirements and utilizing self-service tools to enhance client convenience.

Qualifications

• 1+ year branch banking with client relationships.
• SIE/FINRA licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours including weekends/evenings.
• High school diploma or GED.

Responsibilities

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

Skills

Relationship building

New client acquisition

Communication skills

Regulatory knowledge

Education

High school diploma or GED

College degree

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage affluent clients and a broad customer base within a branch setting.

You will drive growth by proactive relationship management, referrals, and collaboration with specialists to tailor financial solutions. You will operate within the Chase Private Client program, adhering to regulatory requirements and utilizing self-service tools to enhance client convenience.