Elite Private Client Banker: Wealth & Relationships

Next Frontier Capital; Mechanicsville (VA); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Private Client Banker to manage banking relationships for affluent clients and other customers at the branch. You will advise on products and connect clients to specialists, while enabling 24/7 self-service access and adhering to regulatory requirements.

The role requires a relationship-focused approach, a track record in client acquisition, and compliance with financial regulations. Weekend/evening hours are expected.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act
• High school diploma, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Job description

JPMorgan Chase in the United States seeks a Private Client Banker to manage banking relationships for affluent clients and other customers at the branch. You will advise on products and connect clients to specialists, while enabling 24/7 self-service access and adhering to regulatory requirements.

The role requires a relationship-focused approach, a track record in client acquisition, and compliance with financial regulations. Weekend/evening hours are expected.