Affluent Private Banker - Relationship & Wealth Advisory

JPMorganChase; Jeffersonville (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their complete banking relationship with a proactive, advisory approach.

You will work with Specialists to connect clients to experts and promote convenient self-service options, while adhering to regulatory requirements and internal policies. Weekend and evening hours are expected.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year experience in branch banking with new client acquisition and revenue generation.
• Licensing and registrations required or completed within 180 days of start date (SIE, Series 6/7, state registrations).
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or GED (or foreign equivalent).
• Ability to work extended hours, including weekends and some evenings.

Responsibilities

• Actively manages clients' banking relationships with an advice-based approach.
• Partners with specialists to connect clients to experts for specialized needs.
• Promotes self-service options to provide 24/7 access to accounts.
• Adheres to banking regulations and internal policies.

Skills

Relationship building

Sales experience

Communication skills

Education

High school diploma or GED

SIE exam

FINRA Series 6/7

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their complete banking relationship with a proactive, advisory approach.

You will work with Specialists to connect clients to experts and promote convenient self-service options, while adhering to regulatory requirements and internal policies. Weekend and evening hours are expected.