Private Client Banker: Build Elite Wealth Relationships

JPMorgan Chase & Co.; Aurora (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 be the main contact for affluent clients, managing their complete banking relationship with an advisory-focused approach to grow balances and meet financial goals.

You will actively solicit referrals, collaborate with specialists, and help clients access self-service options around the clock, while adhering to regulatory requirements and bank policies.

Qualifications

• Demonstrated success building and deepening client relationships.
• 1+ year in branch banking or financial services with revenue generation.
• SIE exam, FINRA Series 6/7, and state registrations (63/66) or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act 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.
• Manages clients' banking relationships with an advice-based approach to meet needs.
• Partners with Specialists to connect clients to experts for specialized needs.
• Makes clients' lives convenient by setting up 24/7 self-service options.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Excellent communication

Client acquisition

Education

High school diploma or GED

Bachelor's degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their complete banking relationship with an advisory-focused approach to grow balances and meet financial goals.

You will actively solicit referrals, collaborate with specialists, and help clients access self-service options around the clock, while adhering to regulatory requirements and bank policies.