Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Lakewood (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the primary contact for a select client group and broader branch customers.

You will manage comprehensive banking relationships with an advice-based approach to drive growth and balance enhancements. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists who can meet sophisticated financial needs.

Qualifications

• Requires High school diploma or GED or foreign equivalent.
• Preferred: College degree or military equivalent.
• Requires knowledge of and ability to comply with financial regulations (Dodd-Frank, TILA).

Responsibilities

• Serve as the main contact for a select group of Chase Private Client and branch customers.
• Manage banking relationships with an advice-based approach to grow balances.
• Coordinate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.

Skills

Relationship building

New client acquisition

Sales oriented

Communication skills

Education

High school diploma or GED

College degree or military equivalent

Tools

NMLS

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the primary contact for a select client group and broader branch customers.

You will manage comprehensive banking relationships with an advice-based approach to drive growth and balance enhancements. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists who can meet sophisticated financial needs.