Elite Private Client Banker & Relationship Specialist

JP Morgan Chase; Timonium (MD); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Banker to build and manage relationships with Chase’s affluent clients in a branch setting. You will deliver personalized service, advise on banking solutions, and connect clients to technology and specialists for complex needs.

You will need strong communication, a client-first mindset, and ability to work within regulatory guidelines while expanding client balances and referrals.

Qualifications

• Proven success in acquiring and deepening client relationships.
• Experience in financial services sales with revenue generation.
• Excellent communication, in person and over the phone.
• Ability to tailor products to clients’ needs and explain benefits clearly.
• Compliance with risk policies and regulatory requirements.

Responsibilities

• Put clients first and deliver attentive, welcoming service.
• Manage banking relationships using an advice-based approach.
• Communicate clearly to understand client needs and build trust.
• Educate clients on technology solutions (Chase Mobile App, Chase.com).
• Learn products and procedures to consult effectively and connect to experts.
• Adhere to policies and regulatory requirements.

Skills

Relationship management

Financial services sales

Communication skills

Client needs assessment

Risk & compliance awareness

Education

SIE, Series 6, state registration, Life licenses

Job description

JPMorgan Chase seeks a Private Client Banker to build and manage relationships with Chase’s affluent clients in a branch setting. You will deliver personalized service, advise on banking solutions, and connect clients to technology and specialists for complex needs.

You will need strong communication, a client-first mindset, and ability to work within regulatory guidelines while expanding client balances and referrals.