Private Client Banker: Wealth Advisor & Relationship Builder

JPMorganChase; Ypsilanti (MI); On-site; USD 50,000 - 80,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. Youll manage banking relationships end-to-end, proactively seeking referrals and developing internal and external sources to grow client balances.

The role emphasizes an advice-based approach, collaboration with Private Client Advisors, Mortgage Bankers and Business Relationship Managers, and ensuring access to self-service options 24/7 for clients.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam and FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or to be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• 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 for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Excellent communication skills

Relationship-building

Team-oriented

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. Youll manage banking relationships end-to-end, proactively seeking referrals and developing internal and external sources to grow client balances.

The role emphasizes an advice-based approach, collaboration with Private Client Advisors, Mortgage Bankers and Business Relationship Managers, and ensuring access to self-service options 24/7 for clients.