Private Client Banker — Elite Wealth Relationships

JPMorganChase; Orange Park (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker at a Chase Branch to build and manage a selective client base, delivering tailored banking solutions with a hospitality-focused approach. You will cultivate relationships, solicit referrals, and drive growth while leveraging the bank's digital tools to serve affluent clients.

The role requires regulatory licensing, strong communication, and a willingness to work extended branch hours, including weekends.

Qualifications

• 1+ year branch banking or financial services sales with proven success in acquiring new clients.
• SIE exam and FINRA Series 6; state registration and Life licenses required, with ability to obtain within 180 days.
• Ability to work branch hours including weekends and some evenings.
• Strong communication and relationship-building skills with clients.

Responsibilities

• Put clients first and exceed expectations with attentive, welcoming service.
• Manage clients' banking relationships with an advice-based approach to product recommendations.
• Solicit referrals and develop internal/external sources to acquire new clients.
• Educate clients on Chase technology solutions (Chase Mobile App, Chase.com, ATMs).
• Play a collaborating role with a team of experts to address complex financial needs while adhering to policies.

Skills

Relationship-building

Banking sales experience

Excellent communication

Risk & compliance awareness

Customer service

Financial product knowledge

Education

High school diploma or GED

Job description

JPMorganChase is seeking a Private Client Banker at a Chase Branch to build and manage a selective client base, delivering tailored banking solutions with a hospitality-focused approach. You will cultivate relationships, solicit referrals, and drive growth while leveraging the bank's digital tools to serve affluent clients.

The role requires regulatory licensing, strong communication, and a willingness to work extended branch hours, including weekends.