Private Client Banker: Relationship Lead for Clients

JPMorgan Chase & Co.; Colorado; On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Colorado seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and other customers, building lasting relationships and recommending the best banking solutions.

You will collaborate with Specialists to connect clients to experts and drive growth in balances while delivering education and advice tailored to individual needs. The role requires strong communication, proven ability to acquire new clients, and compliance with banking

Qualifications

• Value-added, relationship-focused approach to grow client relationships.
• 1+ year in branch banking or financial services with new client acquisition.
• Must complete SIE, Series 6/7, and applicable state licenses within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with advice-based approach to fit needs.
• Partner with Specialists to connect clients to experts.
• Provide self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship management

New client acquisition

Communication skills

Team collaboration

Financial product knowledge

Education

College degree or military equivalent

High school degree or equivalent

Job description

JPMorgan Chase & Co. in Colorado seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and other customers, building lasting relationships and recommending the best banking solutions.

You will collaborate with Specialists to connect clients to experts and drive growth in balances while delivering education and advice tailored to individual needs. The role requires strong communication, proven ability to acquire new clients, and compliance with banking