Private Client Banker — Elite Relationship Builder

JP Morgan Chase

Atlanta (GA)

On-site

USD 65,000 - 90,000

Full time

5 days ago
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Job summary

JPMorganChase in Atlanta seeks a Private Client Banker to manage affluent clients and deliver tailored banking solutions with hospitality and finance know-how. You will expand relationships, solicit referrals, and coordinate with internal experts to meet complex needs in a high-service environment.

The role requires strong communication, a proactive advisory approach, and flexibility to work branch hours, including some weekends and evenings. Prior licensing and compliance readiness is essential.

Qualifications

  • Proven success in acquiring new clients and deepening relationships with revenue growth.
  • Experience in financial services sales is preferred and valued.
  • Strong ability to communicate and tailor features to client needs.
  • Willingness to work branch hours including some weekends/evenings.
  • Familiarity with regulatory expectations and licensing requirements per firm program.

Responsibilities

  • Put clients first and exceed expectations with attentive, welcoming service.
  • Actively manage client banking relationships using an advice-based approach.
  • Recommend best products and services to meet financial needs.
  • Guide clients to technology solutions like mobile app and online banking.
  • Learn products quickly and collaborate with experts for complex needs.
  • Adhere to policies, procedures and regulatory requirements.

Skills

Relationship building
Sales experience
Communication skills
Customer service
Regulatory compliance
Licensing knowledge

Education

High school diploma or equivalent
Bachelor's degree preferred

Job description

JPMorganChase in Atlanta seeks a Private Client Banker to manage affluent clients and deliver tailored banking solutions with hospitality and finance know-how. You will expand relationships, solicit referrals, and coordinate with internal experts to meet complex needs in a high-service environment.

The role requires strong communication, a proactive advisory approach, and flexibility to work branch hours, including some weekends and evenings. Prior licensing and compliance readiness is essential.

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