Elite Private Client Banker: Build Wealth, Guide Clients

JPMorgan Chase & Co.; Moline (IL); On-site; USD 60,000 - 90,000; 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 their complete banking relationship with a proactive, education-based approach and help clients access education and advice aligned to their financial needs. You will collaborate with Specialists to tailor solutions, expand the client base, and deliver convenient self-service access while maintaining strict adherence to policies and regulatory

Qualifications

• Experience acquiring and growing client relationships in financial services.
• Knowledge of consumer and private banking products to meet client needs.
• Familiarity with banking regulations such as Dodd-Frank/Truth in Lending Act.

Responsibilities

• Actively manages client banking relationships with an advice-based approach.
• Connect clients with specialists for mortgage, investments, and advisory needs.
• Promote self-service options to provide 24/7 access to accounts.
• Ensure compliance with all banking policies and regulatory requirements.
• Solicit referrals and develop internal/external sources to grow business.

Skills

Relationship building

New client acquisition

Regulatory compliance

Team collaboration

Customer service excellence

Education

High School Diploma or GED

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 their complete banking relationship with a proactive, education-based approach and help clients access education and advice aligned to their financial needs. You will collaborate with Specialists to tailor solutions, expand the client base, and deliver convenient self-service access while maintaining strict adherence to policies and regulatory