Elite Private Banker for Wealth Relationships

Testing Site - JPMC; Cockeysville (MD); On-site; USD 70,000 - 110,000; Full time

Job summary

Chase is seeking a Private Client Banker to represent our brand in a branch, delivering premier banking solutions and technology to affluent clients. You will manage full banking relationships, solicit referrals, and aim to grow client balances through proactive service.

The role requires 1+ year in branch banking or financial services sales, strong communication, and the ability to work flexible hours including weekends and some evenings. Training for licenses will be provided.

Qualifications

• Proven ability to acquire and deepen client relationships.
• Ability to advise clients on banking products and services.
• Strong communication skills for in-person and phone interactions.
• Adherence to risk, compliance, and regulatory requirements.
• Licensing requirements must be obtained within 180 days of hire.

Responsibilities

• Put clients first and exceed expectations with attentive service in a welcoming environment.
• Manage client banking relationships using an advice-based approach to recommend products and services.
• Communicate clearly to understand client needs and build trust.
• Promote technology solutions like mobile app and online banking for client convenience.
• Learn products and procedures quickly to consult with clients and coordinate with experts.
• Comply with policies, procedures, and regulatory requirements.

Skills

Relationship building

Client advisory

Sales experience

Excellent communication

Attention to detail

Education

High school diploma or GED

SIE exam

FINRA Series 6

State registration (63 if required)

Life licenses

Job description

Chase is seeking a Private Client Banker to represent our brand in a branch, delivering premier banking solutions and technology to affluent clients. You will manage full banking relationships, solicit referrals, and aim to grow client balances through proactive service.

The role requires 1+ year in branch banking or financial services sales, strong communication, and the ability to work flexible hours including weekends and some evenings. Training for licenses will be provided.