Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Ramona (CA); On-site; USD 65,000 - 105,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent Chase clients and other customers. You will manage complete banking relationships with a proactive, growth-focused approach and actively solicit referrals to expand the client base.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists for their financial needs, while guiding them to self-service options and

Qualifications

• Demonstrated success with a relationship-based approach to grow client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client banking relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts for specialized needs.
• Improve client convenience by promoting self-service options 24/7 access.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication

Regulatory compliance

Time management

Education

High school diploma or equivalent

Tools

NMLS registration

Job description

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent Chase clients and other customers. You will manage complete banking relationships with a proactive, growth-focused approach and actively solicit referrals to expand the client base.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists for their financial needs, while guiding them to self-service options and