Private Client Banker: Wealth Guidance & Relationships

Fairygodboss; Greensboro (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Greensboro, NC seeks a Private Client Banker to manage a curated client portfolio and drive growth within the branch. You will deliver tailored education and advice, expand relationships, and coordinate with specialists to meet complex financial needs.

The role emphasizes service excellence, compliance, and a proactive, long-term commitment to client success within a team-oriented environment.

Qualifications

• Proven ability to build trusted relationships with clients and cross-sell appropriate services.
• Track record of acquiring new clients and growing revenue within a financial services role.
• Familiarity with banking compliance requirements and regulatory guidelines.

Responsibilities

• Serve as the primary contact for a select group of Private Client Banking clients in-branch.
• Manage client relationships with an advice-based approach to optimize product and service adoption.
• Collaborate with specialists to connect clients to experts for mortgage, advisory, and business needs.
• Promote self-service options and ensure clients access banking services 24/7.
• Adhere to all policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance knowledge

Excellent communication

Team collaboration

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. in Greensboro, NC seeks a Private Client Banker to manage a curated client portfolio and drive growth within the branch. You will deliver tailored education and advice, expand relationships, and coordinate with specialists to meet complex financial needs.

The role emphasizes service excellence, compliance, and a proactive, long-term commitment to client success within a team-oriented environment.