Private Client Banker: Build Affluent Relationships

JPMorgan Chase & Co.; Chagrin Falls (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and grow their banking relationships.

You will acquire new clients, actively solicit referrals, and collaborate with Specialists to connect clients with experts for specialized needs while promoting self-service access and maintaining strict compliance with banking regulations.

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 and related regulations.
• National Mortgage Licensing System and Registry (NMLS) registration and SAFE Act compliance.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Partners with Specialists to connect clients to experts for complex financial needs.
• Increases client convenience by promoting self-service options available 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship-building

New client acquisition

Communication skills

Team orientation

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and grow their banking relationships.

You will acquire new clients, actively solicit referrals, and collaborate with Specialists to connect clients with experts for specialized needs while promoting self-service access and maintaining strict compliance with banking regulations.