Private Client Banker — Elite Relationship Manager

JPMorganChase; Erlanger (KY); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase in Kentucky's Erlanger area is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their complete banking relationship with an proactive, advice-based approach.

The role emphasizes acquiring new clients, partnering with specialists, and guiding customers to self-service options while complying with regulatory requirements.

Qualifications

• Demonstrated success in acquiring and expanding client relationships.
• Regulatory requirements compliance including Dodd-Frank and FINRA licensing.
• Ability to work weekends/evenings and branch hours.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products.
• Connects clients to specialists for specialized financial needs.
• Enables 24/7 access to accounts via self-service options.
• Adheres to policies and regulatory banking requirements.

Skills

Relationship management

Excellent communication

Sales / new client acquisition

Financial services experience

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent (preferred)

Job description

JPMorgan Chase in Kentucky's Erlanger area is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their complete banking relationship with an proactive, advice-based approach.

The role emphasizes acquiring new clients, partnering with specialists, and guiding customers to self-service options while complying with regulatory requirements.