Private Client Banker: Build Wealth & Trusted Relationships

JPMorgan Chase; Vancouver (WA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, growing balances through a proactive, advisory relationship. You will work with specialists to connect clients to experts and promote self-service options for 24/7 access.

The role requires strong relationship skills, at least 1 year in branch banking or financial services, and compliance with licensing and regulatory requirements.

Qualifications

• Experience applying a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Ability to work branch hours, including weekends and some evenings.
• Demonstrated compliance with banking regulations and licensing requirements.

Responsibilities

• Manage banking relationships for a select group of clients with an advisory approach.
• Collaborate with Specialists to connect clients to experts for specialized needs.
• Promote self-service options to clients for 24/7 access to accounts.
• Assist in acquiring new clients through referrals and internal/external sources.
• Adhere to all policies, procedures, and regulatory requirements.

Skills

Relationship-building

Client acquisition

Communication skills

Team orientation

Regulatory compliance

Education

High school or equivalent

College degree or military equivalent

Job description

JPMorgan Chase in the United States seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, growing balances through a proactive, advisory relationship. You will work with specialists to connect clients to experts and promote self-service options for 24/7 access.

The role requires strong relationship skills, at least 1 year in branch banking or financial services, and compliance with licensing and regulatory requirements.