Private Client Banker - South Valley Market - Mesa/Gilbert/Tempe/Chandler, AZ

JPMorganChase; Tempe (AZ); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Tempe, AZ is seeking a Private Client Banker to build relationships with affluent clients and deliver exceptional service. The role focuses on managing clients' banking needs through a proactive approach, generating growth and acquiring new clients. Ideal candidates will have at least one year of experience in banking or financial services, strong relationship-building skills, and a commitment to compliance. Full-time position with opportunities for growth in a supportive environment.

Qualifications

• 1+ year experience in branch banking or equivalent in financial services.
• Success in client acquisition and revenue generation.
• Compliance with relevant banking regulations.

Responsibilities

• Manage banking relationships with an advisory approach.
• Promote Chase Private Client to eligible customers.
• Partner with specialists for customer financial needs.
• Ensure adherence to policies and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Team orientation

Education

High school diploma or equivalent

Job description

Private Client Banker - South Valley Market – Mesa/Gilbert/Tempe/Chandler, AZ

JPMorganChase is looking for a Private Client Banker who is passionate about building lasting relationships with affluent clients and delivering exceptional service. The role requires a proactive, advisory approach to manage the complete banking relationship across the company, generate growth, and acquire new clients through referrals and internal/external sources.

Job Responsibilities

• Share the value of Chase Private Client with clients who may be eligible.
• Actively manage the banking relationship through an advice‑based approach, ensuring each client receives the best products and services for their needs.
• Partner with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
• Make clients’ lives more convenient by sharing and setting up self‑service options to access their accounts 24 hours a day, 7 days a week.
• Adhere to policies, procedures, and regulatory banking requirements.

Required Qualifications, Capabilities, and Skills

• 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 other regulatory requirements.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Preferred Qualifications, Capabilities, and Skills

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation with a commitment to a long‑term career with the firm.

About Us

Chase is a leading financial services firm that helps nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to solve all their financial needs.

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on compliance with Truth in Lending Act/Dodd‑Frank Loan Originator requirements and National Mortgage Licensing System and Registry (NMLS) registration.

Equal Opportunity Employer/Disability/Veterans

We are an equal‑opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

Seniority Level

Not Applicable

Employment Type

Full‑time

Job Function

Finance and Sales