Private Client Banker: Elite Wealth Relationships

JPMorgan Chase & Co.; Orlando (FL); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Orlando seeks a Private Client Banker to deepen relationships with affluent clients and deliver tailored banking solutions using the latest financial technology.

You will oversee clients' banking relationship, grow balances, and attract new clients through referrals while upholding risk and compliance standards. You will work in a client-centric role, providing attentive service, explain product benefits, and connect clients to experts for complex needs, while meeting

Qualifications

• Experience in acquiring new clients and deepening relationships.
• Ability to generate revenue through cross-selling financial products.
• Strong communication skills for in-person and phone interactions.
• Commitment to risk and compliance policies and training requirements.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Actively manage client relationships and advise on banking solutions.
• Explain features and benefits and tailor offerings to client needs.
• Educate clients on technology (Chase Mobile App, Chase.com, ATMs).
• Learn products and procedures quickly to consult with clients and connect them to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building

Sales experience

Excellent communication

Problem solving

Education

High school diploma or equivalent

College degree (preferred)

Job description

JPMorgan Chase & Co. in Orlando seeks a Private Client Banker to deepen relationships with affluent clients and deliver tailored banking solutions using the latest financial technology.

You will oversee clients' banking relationship, grow balances, and attract new clients through referrals while upholding risk and compliance standards. You will work in a client-centric role, providing attentive service, explain product benefits, and connect clients to experts for complex needs, while meeting