Private Client Banker: Wealth Advisory & Growth

Fairygodboss; Lecanto (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their banking relationships with an advisory approach and help acquire new clients through referrals while coordinating with specialists. The role requires compliance with Dodd-Frank and licensing requirements, plus the ability to work flexible branch hours, including weekends and some evenings.

Qualifications

• Must demonstrate a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year of Branch Banking Banker or equivalent experience with proven new client acquisition and revenue generation.
• SIE exam, FINRA Series 6/7, state licenses (63/66) or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or foreign equivalent; ability to work flexible branch hours.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with an advice-based approach to tailor products and services.
• Collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers.
• Facilitate self-service access for clients to manage accounts 24/7.
• Adhere to all policies, procedures, and regulatory banking requirements.

Skills

Relationship-based sales

New client acquisition

Advisory banking

Dodd-Frank compliance

Policy & regulatory adherence

Weekend/evening availability

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their banking relationships with an advisory approach and help acquire new clients through referrals while coordinating with specialists. The role requires compliance with Dodd-Frank and licensing requirements, plus the ability to work flexible branch hours, including weekends and some evenings.