Private Client Banker: Wealth Advisory & Relationships

JP Morgan Chase; Santa Rosa (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase in Santa Rosa, CA is seeking a Private Client Banker in Branch Banking who will serve as the main contact for a select group of affluent clients, managing their banking relationship with an advice-based approach and connecting them to specialists for complex needs.

You will work with clients to grow balances, solicit referrals, and provide access to self-service options, while complying with banking regulations and pursuing ongoing licenses as required.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and licensing requirements; NMLS/SAFE Act considerations.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales experience

Excellent communication

Regulatory compliance

Client service

Education

High school diploma or equivalent

Job description

JPMorgan Chase in Santa Rosa, CA is seeking a Private Client Banker in Branch Banking who will serve as the main contact for a select group of affluent clients, managing their banking relationship with an advice-based approach and connecting them to specialists for complex needs.

You will work with clients to grow balances, solicit referrals, and provide access to self-service options, while complying with banking regulations and pursuing ongoing licenses as required.