Private Client Banker - Wealth Advisor & Relationship Lead

JPMorgan Chase & Co.; Burlington (NC); On-site; USD 45,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in North Carolina is seeking a Private Client Banker to manage affluent clients’ banking relationships in the branch. You will proactively solicit referrals, partner with specialists, and deliver tailored financial solutions to grow client balances.

The role emphasizes an advice-based approach, adherence to regulatory requirements, and availability to work branch hours including weekends and some evenings.

Qualifications

• Demonstrated success using a relationship-driven approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• Must obtain SIE, Series 6/7, state licenses or complete within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act and NMLS registration requirements.

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

Affluent client relationships

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in North Carolina is seeking a Private Client Banker to manage affluent clients’ banking relationships in the branch. You will proactively solicit referrals, partner with specialists, and deliver tailored financial solutions to grow client balances.

The role emphasizes an advice-based approach, adherence to regulatory requirements, and availability to work branch hours including weekends and some evenings.