Affluent Private Client Banker: Relationship Growth

JPMorgan Chase & Co.; Lakewood (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage complete banking relationships using a proactive approach to grow client balances.

You will acquire new clients by soliciting referrals and building internal and external networks while aligning product choices with client needs. A commitment to regulatory compliance and customer service is essential.

Qualifications

• Proven ability to grow client relationships in a banking environment.
• Experience acquiring new clients and maintaining revenue.
• Strong communication and customer service skills.
• Familiarity with core banking policies and regulatory requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to offer best-fit products.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates self-service options for 24/7 access to accounts.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance

Education

High school diploma

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage complete banking relationships using a proactive approach to grow client balances.

You will acquire new clients by soliciting referrals and building internal and external networks while aligning product choices with client needs. A commitment to regulatory compliance and customer service is essential.