Private Client Banker: Wealth Advisory & Elite Relationships

JP Morgan Chase; Santa Rosa (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorganChase in Santa Rosa, CA seeks an experienced Private Client Banker for Branch Banking. You will manage affluent clients, grow relationships, and provide tailored financial guidance across Chase products.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists who can meet sophisticated financial needs. Weekend hours required where applicable.

Qualifications

• Experience in branch banking with success in acquiring and growing client relationships
• SIE exam, FINRA Series 6/7 and Life licenses or must complete within 180 days
• Compliance with Dodd-Frank Act and Truth in Lending Act
• High school diploma or foreign equivalent
• 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

Client acquisition

Communication

Time management

Regulatory compliance

Education

High school diploma or equivalent

Job description

JPMorganChase in Santa Rosa, CA seeks an experienced Private Client Banker for Branch Banking. You will manage affluent clients, grow relationships, and provide tailored financial guidance across Chase products.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists who can meet sophisticated financial needs. Weekend hours required where applicable.