Private Client Banker: Trusted Wealth Advisor

JP Morgan Chase; Santa Rosa (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage comprehensive banking relationships in the branch. You will drive growth by referrals and proactive relationship management, coordinating with specialists for complex needs.

The role emphasizes education, advice-based service, and convenient access through self-service options. It requires adherence to banking regulations and a flexible schedule, including weekends and some

Qualifications

• Develop and deepen client relationships using a value-based approach.
• 1+ year in branch banking with success in new client acquisition and revenue growth.
• Must complete or have SIE, Series 6/7, and state licenses within 180 days.
• Compliance with Dodd-Frank and Truth in Lending Act.
• High school diploma or equivalent.
• Ability to work branch hours, including weekends/evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with an advice-based approach to optimize products.
• Partner with specialists to connect clients with experts for needs.
• Promote self-service options to access accounts 24/7.
• Adhere to policies and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Revenue generation

Excellent communication

Education

High school diploma or GED

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 manage comprehensive banking relationships in the branch. You will drive growth by referrals and proactive relationship management, coordinating with specialists for complex needs.

The role emphasizes education, advice-based service, and convenient access through self-service options. It requires adherence to banking regulations and a flexible schedule, including weekends and some