Private Client Banker: Elite Relationship & Wealth Growth

JPMorgan Chase & Co.

Benton (AR)

On-site

USD 60,000 - 100,000

Full time

8 days ago
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Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their full banking relationship with an advice-based approach and help clients access education and products that fit their financial needs. You will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, promote 24/7 self-service access, and ensure adherence to banking

Qualifications

  • Minimum 1+ year in branch banking or equivalent with success in acquiring, cultivating and maintaining client relationships.
  • SIE exam, FINRA Series 6/7, state licenses (63/66 if required) must be completed within 180 days of starting.
  • Compliance with Dodd-Frank/Truth in Lending Act.
  • High school degree or GED.
  • Ability to work branch hours, including weekends and some evenings.

Responsibilities

  • Shares the value of Chase Private Client with eligible clients.
  • Manages banking relationships with an advice-based approach to meet client needs.
  • Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
  • Makes clients’ lives easier by promoting self-service options for 24/7 access.
  • Adheres to policies, procedures and regulatory banking requirements.

Skills

Relationship building
Sales experience
Customer service
Regulatory compliance

Education

High school/GED
College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their full banking relationship with an advice-based approach and help clients access education and products that fit their financial needs. You will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, promote 24/7 self-service access, and ensure adherence to banking

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