Private Client Banker: Wealth Growth & Tech-Enabled Service

JPMorganChase; Hillsboro (OR); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorganChase in Hillsboro, Oregon, is seeking a Private Client Banker to manage relationships with our affluent clients in a Chase Branch. You will deliver tailored banking solutions, introduce next-gen digital tools, and represent our brand with hospitality and integrity.

The role emphasizes acquiring new clients, maintaining regulatory compliance, and collaborating with specialists to grow client balances through proactive, service-oriented advice.

Qualifications

• High school degree or equivalent required.
• SIE exam, FINRA Series 6, state registration, and Life licenses required or obtained within 180 days.

Responsibilities

• Put clients first and exceed expectations with welcoming service.
• Manage client banking relationships and recommend products.
• Solicit referrals and develop internal/external sources.
• Educate clients on technology solutions like Chase Mobile App.
• Adhere to policies, procedures, and regulatory requirements.
• Collaborate with team of experts to assist clients' financial needs.

Skills

Relationship-building

Sales experience

Client advisory

Excellent communication

Regulatory compliance

Licensed (SIE, FINRA 6)

Education

High school degree

Job description

JPMorganChase in Hillsboro, Oregon, is seeking a Private Client Banker to manage relationships with our affluent clients in a Chase Branch. You will deliver tailored banking solutions, introduce next-gen digital tools, and represent our brand with hospitality and integrity.

The role emphasizes acquiring new clients, maintaining regulatory compliance, and collaborating with specialists to grow client balances through proactive, service-oriented advice.