Private Client Banker: Wealth & Relationship Advisor

JPMorgan Chase & Co.; Cornelius (NC); On-site; USD 55,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in North Carolina seeks a Private Client Banker to manage affluent clients and a broader customer base in a branch setting. You will grow relationships, provide education and advice, and solicit referrals to expand the client base across Chase products and services.

The role emphasizes an advice-based approach, collaboration with specialists, and strong adherence to regulatory requirements, including extended hours on weekends and some evenings.

Qualifications

• Must demonstrate success acquiring and deepening client relationships.
• Experience in branch banking and revenue generation.
• Knowledge of Iiquidity and financial products is preferred.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Connects clients to specialists for specialized needs.
• Promotes self-service options for 24/7 access.
• Adheres to banking policies and regulatory requirements.

Skills

Relationship-building

Client acquisition

Communication skills

Sales oriented

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. in North Carolina seeks a Private Client Banker to manage affluent clients and a broader customer base in a branch setting. You will grow relationships, provide education and advice, and solicit referrals to expand the client base across Chase products and services.

The role emphasizes an advice-based approach, collaboration with specialists, and strong adherence to regulatory requirements, including extended hours on weekends and some evenings.