Affluent Private Client Banker — Relationship & Growth

Aumni; Wichita (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage wealth-advised relationships with affluent clients and broader customer base.

You will drive growth by offering tailored financial solutions and referrals, while coordinating with specialists to meet complex needs. The role emphasizes adherence to financial regulations, customer education, and proactive service across branch hours, including some evenings and weekends.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Excellent communication

Sales/business development

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage wealth-advised relationships with affluent clients and broader customer base.

You will drive growth by offering tailored financial solutions and referrals, while coordinating with specialists to meet complex needs. The role emphasizes adherence to financial regulations, customer education, and proactive service across branch hours, including some evenings and weekends.