Private Client Banker: Build Elite Wealth Relationships

JPMorganChase; Akron (OH); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorgan Chase in Akron, OH is seeking a Private Client Banker to serve a select group of affluent clients and other customers in the branch. You will manage the complete banking relationship across Chase, using an advice-based approach to help clients grow their balances and access education and advice tailored to their financial needs.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.

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 regulatory 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 for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Banking experience

Compliance knowledge

Customer service

Communication skills

Education

High school diploma

Tools

NMLS registration

Job description

JPMorgan Chase in Akron, OH is seeking a Private Client Banker to serve a select group of affluent clients and other customers in the branch. You will manage the complete banking relationship across Chase, using an advice-based approach to help clients grow their balances and access education and advice tailored to their financial needs.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.