Elite Private Client Banker: Wealth Growth & Service

JPMorgan Chase & Co.; Derwood (MD); Hybrid; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in a Chase Branch is seeking a Private Client Banker to represent the brand and culture with hospitality, delivering banking solutions to a select group of affluent clients and branch clients.

You will manage the complete banking relationship with a proactive approach to growth, soliciting referrals and leveraging internal/external sources. The role requires a strong focus on client experience, adherence to risk and compliance, and the ability to work flexible branch hours,

Qualifications

• Relationship-based client acquisition and deepening client relationships.
• Experience in financial services sales with new client growth.
• Ability to elevate client experiences and service quality.
• Strong communication skills for in-person and phone interactions.
• Attention to detail and risk/compliance adherence.
• Eligibility for required licenses and registrations.

Responsibilities

• Put clients first and exceed expectations with welcoming service.
• Manage banking relationships through an advice-based approach.
• Solicit referrals and develop internal/external sources for growth.
• Educate clients on technology solutions and digital banking.
• Learn products quickly and consult with experts for specialized needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship management

Sales experience

Client communication

Problem solving

Risk & compliance

High school diploma

SIE exam

Branch hours flexibility

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in a Chase Branch is seeking a Private Client Banker to represent the brand and culture with hospitality, delivering banking solutions to a select group of affluent clients and branch clients.

You will manage the complete banking relationship with a proactive approach to growth, soliciting referrals and leveraging internal/external sources. The role requires a strong focus on client experience, adherence to risk and compliance, and the ability to work flexible branch hours,