Private Client Banker — Wealth Growth Specialist

Testing Site - JPMC; Grass Valley (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage relationships with an advisory approach, grow client balances, and solicit referrals while coordinating with specialists for complex needs.

The role requires adherence to banking regulations, a willingness to work extended hours, and a high school diploma or equivalent.

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 related regulatory requirements.
• National Mortgage Licensing System (NMLS) registration requirements and related compliance.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages clients' banking relationship through an advice-based approach to address needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Facilitates self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Advisory approach

Regulatory banking knowledge

Education

High school diploma or equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage relationships with an advisory approach, grow client balances, and solicit referrals while coordinating with specialists for complex needs.

The role requires adherence to banking regulations, a willingness to work extended hours, and a high school diploma or equivalent.