Private Client Banker: Relationship & Wealth Education

Testing Site - JPMC; Willistown Township (PA); On-site; USD 50,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. in the United States 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 collaborate with experts to address specialized financial needs while enabling clients to access accounts anytime through self-service options. The role requires a strong adherence to regulatory requirements and a commitment to delivering education and advice tailored

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 and appropriate securities registrations as required.
• Ability to work branch hours, including weekends and some evenings.

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 with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Financial services knowledge

Education

High school degree

Job description

JPMorgan Chase & Co. in the United States 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 collaborate with experts to address specialized financial needs while enabling clients to access accounts anytime through self-service options. The role requires a strong adherence to regulatory requirements and a commitment to delivering education and advice tailored