Private Client Banker — Wealth Advisory & Relationship Leader

JPMorganChase; Cornelius (NC); On-site; USD 45,000 - 75,000; Full time

Job summary

JPMorganChase in North Carolina seeks a client-focused banker to deepen relationships and grow banking services. You will advise clients, connect them with specialists, and promote self-service options for 24/7 access to accounts.

The role emphasizes strong compliance and a long-term commitment to serving affluent clients. Ideal candidates have branch banking experience, relevant licenses, and a passion for education and financial guidance.

Qualifications

• Relationship-driven client acquisition and deepening relationships.
• 1+ year branch banking or equivalent financial services experience.
• SIE/FINRA 6/7 and state licenses required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work weekends/evenings and adhere to banking regulations.

Responsibilities

• Share Chase Private Client value with eligible clients.
• Manage banking relationships with an advice-based approach.
• Connect clients to Specialists for specialized needs.
• Promote self-service options for 24/7 access.
• Adhere to policies and regulatory requirements.

Skills

Relationship building

Communication

Sales experience

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase in North Carolina seeks a client-focused banker to deepen relationships and grow banking services. You will advise clients, connect them with specialists, and promote self-service options for 24/7 access to accounts.

The role emphasizes strong compliance and a long-term commitment to serving affluent clients. Ideal candidates have branch banking experience, relevant licenses, and a passion for education and financial guidance.