Private Client Banker: Relationship & Wealth Advisor

JPMorganChase; Greensboro (NC); On-site; USD 50,000 - 65,000; Full time

Job summary

JPMorganChase is hiring a Private Client Banker in Greensboro, NC to help clients manage their money through a relationship-based advisory approach. You will collaborate with specialists to connect customers with experts for tailored financial solutions and support self-service access around the clock.

Ideal candidates bring experience in branch banking, a strong commitment to compliance, and a customer-centric mindset aimed at long-term relationship growth within a major financial institution.

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 Dodd Frank/Truth in Lending Act
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings
• High school degree, 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 who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

Client acquisition

Sales mindset

Communication excellence

Education

High school diploma or GED

Job description

JPMorganChase is hiring a Private Client Banker in Greensboro, NC to help clients manage their money through a relationship-based advisory approach. You will collaborate with specialists to connect customers with experts for tailored financial solutions and support self-service access around the clock.

Ideal candidates bring experience in branch banking, a strong commitment to compliance, and a customer-centric mindset aimed at long-term relationship growth within a major financial institution.