Private Client Banker: Wealth & Relationship Advisor

JPMorganChase; Chesterfield Court House (VA); On-site; USD 42,000 - 62,000; Full time

Job summary

JPMorganChase in Virginia is seeking a Branch Banking Banker to help clients throughout every stage of their financial journey. You will build lasting relationships, deliver personalized advice, and promote the Chase Private Client value while guiding customers to the right products and services.

The role requires at least a high school diploma, a track record in banking relationships, the ability to work weekends, and relevant licenses or the commitment to obtain them.

Qualifications

• Must demonstrate a value-added, relationship-oriented approach to acquiring and deepening client relationships.
• 1+ year in branch banking or equivalent, with success in new client acquisition and revenue generation.
• Regulatory licensing requirements (SIE, FINRA 6/7, state registrations) or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.

Responsibilities

• Promote Chase Private Client value to eligible clients.
• Manage banking relationships with an advice-based approach.
• Coordinate with Specialists to connect clients to experts.
• Encourage self-service access for clients to use accounts 24/7.
• Ensure adherence to policies and regulatory requirements.

Skills

Relationship selling

New client acquisition

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorganChase in Virginia is seeking a Branch Banking Banker to help clients throughout every stage of their financial journey. You will build lasting relationships, deliver personalized advice, and promote the Chase Private Client value while guiding customers to the right products and services.

The role requires at least a high school diploma, a track record in banking relationships, the ability to work weekends, and relevant licenses or the commitment to obtain them.