Private Client Banker: Elite Banking & Wealth Growth

JP Morgan Chase; Gaithersburg (MD); On-site; USD 55,000 - 90,000; Full time

Job summary

JP Morgan Chase is seeking a Private Client Banker in a Chase Branch to deliver hospitable service and comprehensive banking solutions to affluent clients. You will manage full client relationships, solicit referrals, and leverage Chase technology to enhance outcomes.

The role requires prior branch banking or financial services sales experience, strong communication, and adherence to risk and licensing requirements. Weekend/evening hours may be needed.

Qualifications

• Proven ability to acquire and deepen client relationships.
• 1+ year experience in branch banking or financial services sales.
• Ability to tailor product solutions to client needs.
• Strong communication, both in person and by phone.
• Adhere to risk, policy, and regulatory requirements.
• High school diploma or GED; licenses required within 180 days of hire.

Responsibilities

• Put clients first and exceed expectations with welcoming service.
• Manage clients' banking relationships with an advice-based approach.
• Communicate clearly to understand needs and build trust.
• Educate clients on Chase mobile and online tools for banking needs.
• Learn products and procedures to consult on solutions and connect to experts.
• Comply with policies, procedures and regulatory requirements.

Skills

Relationship selling

Sales experience

Communication skills

Risk & compliance awareness

Customer service mindset

Education

High school diploma or GED

Finance licenses in progress (SIE, Series 6, Life)

Job description

JP Morgan Chase is seeking a Private Client Banker in a Chase Branch to deliver hospitable service and comprehensive banking solutions to affluent clients. You will manage full client relationships, solicit referrals, and leverage Chase technology to enhance outcomes.

The role requires prior branch banking or financial services sales experience, strong communication, and adherence to risk and licensing requirements. Weekend/evening hours may be needed.