Private Client Banker - Affluent Client Relationship Expert

JPMorgan Chase & Co.; Punta Gorda (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks an experienced Private Client Banker to serve as the main contact for affluent clients, managing their comprehensive banking relationships with an advice-based approach.

You will collaborate with specialists to connect clients to experts, promote self-service access, and ensure compliance with bank policies and regulatory requirements. Weekend/evening hours may be required, and relevant licenses or registrations are required.

Qualifications

• Proven success in acquiring and growing client relationships.
• 1+ year in branch banking or equivalent with revenue generation.
• SIE, FINRA Series 6/7, state licenses or completion within 180 days.
• Compliance with Dodd-Frank and Truth in Lending Act.
• High school diploma or equivalent.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Facilitates access to self-service options for 24/7 banking.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Customer service

Sales / client acquisition

Communication

Regulatory knowledge

Education

High School Diploma or GED

Job description

JPMorgan Chase & Co. in Florida seeks an experienced Private Client Banker to serve as the main contact for affluent clients, managing their comprehensive banking relationships with an advice-based approach.

You will collaborate with specialists to connect clients to experts, promote self-service access, and ensure compliance with bank policies and regulatory requirements. Weekend/evening hours may be required, and relevant licenses or registrations are required.