Private Client Banker: Wealth Advisory for Affluent Clients

JPMorgan Chase & Co.; Summerville (SC); On-site; USD 50,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. in Summerville, SC seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their banking relationships with an advice-based approach. You will help clients grow balances by offering tailored products and services.

The role emphasizes referrals, collaboration with specialists, and enabling customers to access accounts through digital self-service. A strong commitment to compliance and customer service is essential.

Qualifications

• 1+ year in Branch Banking with success in acquiring and growing client relationships.
• SIE exam, FINRA Series 6/7 and state registration required or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act and regulatory banking requirements.
• High school diploma or GED or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Adherence to policies and regulatory banking 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 setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-based sales

New client acquisition

Financial services industry experience

Regulatory compliance

Excellent communication skills

Team collaboration

Education

High school diploma or GED

Bachelor's degree or military equivalent

Job description

JPMorgan Chase & Co. in Summerville, SC seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their banking relationships with an advice-based approach. You will help clients grow balances by offering tailored products and services.

The role emphasizes referrals, collaboration with specialists, and enabling customers to access accounts through digital self-service. A strong commitment to compliance and customer service is essential.