Private Client Banker: Affluent Relationships & Growth

JP Morgan Chase; Hoytville (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

JP Morgan Chase in the United States seeks a Private Client Banker to serve affluent clients in Branch Banking, managing full banking relationships and driving growth through referrals while delivering personalized financial education and guidance.

The role focuses on advising clients, coordinating with specialists, and promoting self-service tools to enhance convenience and satisfaction across branches.

Qualifications

• 1+ year in branch banking or equivalent financial services role with proven client acquisition and revenue generation.
• Ability to meet branch hours, including weekends and some evenings.
• Compliance with Dodd-Frank/TILA requirements and licensing as applicable.

Responsibilities

• Share Chase Private Client value with eligible clients.
• Manage client relationships with an advice-based approach to optimize products and services.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Facilitate 24/7 self-service access for clients.

Skills

Relationship building

Communication

Referral generation

Sales orientation

Education

High school diploma

College degree

Job description

JP Morgan Chase in the United States seeks a Private Client Banker to serve affluent clients in Branch Banking, managing full banking relationships and driving growth through referrals while delivering personalized financial education and guidance.

The role focuses on advising clients, coordinating with specialists, and promoting self-service tools to enhance convenience and satisfaction across branches.