Elite Private Client Banker

JPMorganChase; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in Florida is seeking a Private Client Banker to be the main contact for a select group of affluent clients and other customers in the Branch. You will manage their complete banking relationship across Chase, using a proactive, advice-based approach to grow balances and referrals.

In this role you will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, help them access self-service options 24/7, and ensure

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year in branch banking with revenue generation.
• SIE, FINRA Series 6/7 and state licenses or must complete within 180 days.
• Dodd-Frank and Truth in Lending Act compliance.
• High school diploma or equivalent.
• Ability to work flexible branch hours, including weekends/evenings.

Responsibilities

• Actively manages client banking relationships with an advice-based approach.
• Partner with specialists to connect clients to experts.
• Promote self-service options and access to accounts 24/7.
• Prospect new clients through referrals and internal/external sources.
• Adhere to banking regulations and internal policies.

Skills

Relationship building

New client acquisition

Regulatory compliance

Customer service

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase in Florida is seeking a Private Client Banker to be the main contact for a select group of affluent clients and other customers in the Branch. You will manage their complete banking relationship across Chase, using a proactive, advice-based approach to grow balances and referrals.

In this role you will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, help them access self-service options 24/7, and ensure