Private Client Banker: Elite Relationship Advisor

JPMorganChase; Brunswick (OH); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase in Ohio is seeking an experienced Private Client Banker to join our Branch Banking team. You will serve affluent clients, manage their banking relationship, and drive growth by proactive referrals and service excellence.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, while offering 24/7 self-service options and ensuring regulatory compliance.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• SIE exam and FINRA 6/7 registration (63/66 if required) or must complete within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• National Mortgage Licensing System (NMLS) registration required for this role.
• Requires a high school diploma or equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to ensure the best products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Promotes self-service options to access accounts 24/7 for client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Revenue generation

Compliance awareness

Licensing knowledge

High school diploma

Communication

Flexible hours

Education

High school diploma, GED, or foreign equivalent

Job description

JPMorgan Chase in Ohio is seeking an experienced Private Client Banker to join our Branch Banking team. You will serve affluent clients, manage their banking relationship, and drive growth by proactive referrals and service excellence.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, while offering 24/7 self-service options and ensuring regulatory compliance.