Private Client Banker — Wealth Advisory & Relationships

JPMorganChase; Mechanicsville (VA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their complete banking relationship with proactive, disciplined growth strategies.

The role requires building long-term client relationships, soliciting referrals, and collaborating with specialists to meet specialized financial needs while adhering to regulatory requirements and branch hours.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with successful client acquisition.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships through an advice-based approach for best-fit products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Improves client accessibility by promoting self-service options for 24/7 access to accounts.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Customer service

Communication

Sales/referrals

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their complete banking relationship with proactive, disciplined growth strategies.

The role requires building long-term client relationships, soliciting referrals, and collaborating with specialists to meet specialized financial needs while adhering to regulatory requirements and branch hours.