Private Client Banker: Elevate Affluent Relationships

JPMorgan Chase & Co.; Vancouver (WA); 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 primary contact for an affluent client base, managing their full banking relationship with a proactive and education-driven approach.

The role emphasizes acquiring new clients, soliciting referrals, and partnering with specialists to connect clients with experts, while adhering to bank policies and regulatory requirements and supporting branch hours.

Qualifications

• Demonstrated success using a relationship-based approach to acquire and deepen client relationships.
• 1+ year experience in Branch Banking or equivalent with verifiable success in new client acquisition and revenue generation.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• SIE exam and FINRA Series 6/7 eligibility or completion within 180 days of start.
• 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 to provide best-fit products and services
• Partners with Specialists to connect customers to experts for specialized needs
• Makes lives of clients easier by guiding self-service options accessible 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Finance industry knowledge

Regulatory compliance

Client advisory

Weekend/evening availability

Education

High school diploma or GED

College degree or military equivalent

Tools

NMLS registration knowledge

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the primary contact for an affluent client base, managing their full banking relationship with a proactive and education-driven approach.

The role emphasizes acquiring new clients, soliciting referrals, and partnering with specialists to connect clients with experts, while adhering to bank policies and regulatory requirements and supporting branch hours.