Private Client Banker: Elite Wealth Relationships

JPMorgan Chase; Southfield (MI); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage a growing portfolio of affluent clients and drive relationship-based banking while coordinating with specialists to meet complex financial needs.

The role emphasizes education, proactive service, and adherence to banking compliance. It requires regulatory licensing and a commitment to delivering the Chase Private Client experience at the branch level.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with TILA/Regulation Z and related banking regulations.
• National Mortgage Licensing System (NMLS) registration and SAFE Act requirements as applicable.
• High school diploma or GED or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Excellent communication

Regulatory compliance

Education

High school diploma or GED

Financial services knowledge

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage a growing portfolio of affluent clients and drive relationship-based banking while coordinating with specialists to meet complex financial needs.

The role emphasizes education, proactive service, and adherence to banking compliance. It requires regulatory licensing and a commitment to delivering the Chase Private Client experience at the branch level.