Private Client Banker — Relationship-Driven Wealth Advisor

JPMorganChase; Chapel Hill (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their banking relationships across Chase, using a proactive approach to grow balances and a referral-driven network to acquire new clients.

The role requires advising clients on products and services, coordinating with Specialists, and enabling convenient, 24/7 self-service options while adhering to regulatory requirements.

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, cultivation, and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act.

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 enabling self-service options access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Dodd-Frank compliance

Communication skills

Education

High school degree

GED

Foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their banking relationships across Chase, using a proactive approach to grow balances and a referral-driven network to acquire new clients.

The role requires advising clients on products and services, coordinating with Specialists, and enabling convenient, 24/7 self-service options while adhering to regulatory requirements.