Private Client Banker — Wealth Advisory & Relationships

JPMorgan Chase & Co.; Covington (LA); 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 full banking relationship with a proactive, advice-driven approach and help drive growth by referrals and internal/external sources.

The role requires ability to work branch hours, including weekends and some evenings, and adherence to regulatory standards such as Dodd-Frank and NMLS/SAFE Act where applicable.

Qualifications

• 1+ year Branch Banking Banker or equivalent in financial services with success in acquiring and growing client relationships.
• High school degree, GED, or foreign equivalent.
• SIE exam and FINRA Series 6/7, and state registration (63/66 if required) or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach to offer best products.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts.
• Set up self-service options to access accounts 24/7 for client convenience.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Sales mindset

Communication skills

Education

High school degree

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 full banking relationship with a proactive, advice-driven approach and help drive growth by referrals and internal/external sources.

The role requires ability to work branch hours, including weekends and some evenings, and adherence to regulatory standards such as Dodd-Frank and NMLS/SAFE Act where applicable.