Private Client Banker: Elevate Affluent Banking

JPMorgan Chase & Co.; Rockville (MD); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Derwood, Maryland is seeking a Private Client Banker to manage complete banking relationships for an affluent client base, delivering personalized service and leveraging Chase’s digital tools. The role requires weekend/evening availability and compliance with risk and licensing requirements.

You will solicit referrals, deepen client relationships, and promote Chase Private Client and other banking solutions while following internal processes and regulatory standards.

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 sales with proven success in acquiring new clients, deepening relationships, and revenue generation.
• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC’s licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
• Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Financial services sales

Communication skills

Risk & compliance

Licensing requirements

Weekend/evening hours

High school diploma

Licensing (SIE/Series 6/63)

Client experience

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Derwood, Maryland is seeking a Private Client Banker to manage complete banking relationships for an affluent client base, delivering personalized service and leveraging Chase’s digital tools. The role requires weekend/evening availability and compliance with risk and licensing requirements.

You will solicit referrals, deepen client relationships, and promote Chase Private Client and other banking solutions while following internal processes and regulatory standards.