Private Client Banker: Build Elite Wealth Relationships

Next Frontier Capital; Indiana (PA); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and customers within the branch.

You will manage end-to-end banking relationships, proactively soliciting referrals and building sources to grow client balances. The role emphasizes an advice-based approach, partnering with specialists to connect clients with experts, and ensuring access to self-service options around the clock.

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
• SIE exam, FINRA Series 6/7, state registrations (63/66) or equivalent required or completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act requirements
• Adherence to policies, procedures, and regulatory banking 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 enabling self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Communication skills

Relationship selling

New client acquisition

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and customers within the branch.

You will manage end-to-end banking relationships, proactively soliciting referrals and building sources to grow client balances. The role emphasizes an advice-based approach, partnering with specialists to connect clients with experts, and ensuring access to self-service options around the clock.