Elite Private Client Banker for Wealth Relationships

Testing Site - JPMC; Bethesda (MD); On-site; USD 55,000 - 90,000; Full time

Job summary

Chase is seeking a Private Client Banker to represent our brand in a branch setting, delivering hospitality and cutting-edge financial solutions to affluent clients. You will manage full banking relationships and generate growth by referrals and internal collaboration.

Responsibilities include advising on products, educating clients on digital tools, and maintaining compliance. The role requires flexibility for weekend/evening hours and a track record of client acquisition and service excellence.

Qualifications

• Evidence of value-added relationships and client acquisition.
• 1+ year in branch banking or equivalent financial services sales experience.
• Ability to elevate the client experience and tailor product benefits.
• Strong communication skills for in-person and phone interactions.
• Ability to adhere to risk, regulatory, and licensing requirements.

Responsibilities

• Put clients first and exceed expectations with attentive service and welcoming environment.
• Manage banking relationships using an advice-based approach.
• Communicate clearly to understand needs and build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly and connect clients with experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship management

Sales experience

Excellent communication

Client-focused service

Risk & compliance

Education

High school degree/GED

College degree (preferred)

Tools

Chase Mobile App

Chase.com

Job description

Chase is seeking a Private Client Banker to represent our brand in a branch setting, delivering hospitality and cutting-edge financial solutions to affluent clients. You will manage full banking relationships and generate growth by referrals and internal collaboration.

Responsibilities include advising on products, educating clients on digital tools, and maintaining compliance. The role requires flexibility for weekend/evening hours and a track record of client acquisition and service excellence.