Private Client Banker — Build Wealth & Trusted Guidance

JPMorgan Chase & Co.; Naples (FL); On-site; USD 60,000 - 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 in the Naples, FL area.

You will manage the complete banking relationship with a proactive, education-focused approach to help clients meet financial goals. Responsibilities include advising on products, partnering with specialists, and enabling self-service access around the clock, while complying with all policies and regulatory requirements.

Qualifications

• Proven ability to build trusted client relationships and grow balances.
• Experience acquiring and managing referrals and new clients.
• Compliance with regulatory requirements and firm policies.

Responsibilities

• Act as main contact for Chase Private Client and branch customers.
• Manage complete banking relationships with an advice-based approach.
• Collaborate with Specialists to connect clients to experts.
• Promote self-service options and access to accounts 24/7.
• Adhere to banking policies, procedures and regulatory requirements.

Skills

Relationship-building

New client acquisition

Communication skills

Team orientation

Education

High school degree / GED

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 in the Naples, FL area.

You will manage the complete banking relationship with a proactive, education-focused approach to help clients meet financial goals. Responsibilities include advising on products, partnering with specialists, and enabling self-service access around the clock, while complying with all policies and regulatory requirements.