Private Client Banker: Grow Affluent Relationships

JPMorgan Chase & Co.; High Point (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Tuition reimbursement

Retirement plan

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will proactively solicit referrals and develop internal and external sources to grow client balances.

The role requires compliance with regulatory requirements and a broad set of licensing and registration standards, with opportunities to connect clients to specialists and offer education tailored to their financial needs.

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 proven new client acquisition.
• Regulatory knowledge including Dodd-Frank and Truth in Lending Act requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach for best products and services.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Facilitates self-service access for clients 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Advisory approach

Customer service

Education

High school degree, GED, or foreign equivalent

Tools

SIE exam

FINRA Series 6/7

NMLS registration

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will proactively solicit referrals and develop internal and external sources to grow client balances.

The role requires compliance with regulatory requirements and a broad set of licensing and registration standards, with opportunities to connect clients to specialists and offer education tailored to their financial needs.