Private Client Banker: Wealth & Relationship Advisor

Fairygodboss; Moline (IL); 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, managing their complete banking relationship with an advice-based approach. You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure compliance with regulatory requirements while helping clients grow their balances.

Flexibility to work weekends and evenings is required, and candidates must pursue necessary

Qualifications

• Relationship-focused banker with ability to acquire and deepen client relationships.
• 1+ year branch banking or equivalent experience in financial services.
• Willing to obtain required licenses and satisfy regulatory requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach for best products.
• Partners with Specialists to connect clients to experts.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Licensing (SIE/Series 6/7)

Communication skills

Sales referrals

Time management

Education

High school diploma or GED

College degree preferred

Financial services experience considered

Tools

NMLS registration

CRM systems

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their complete banking relationship with an advice-based approach. You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure compliance with regulatory requirements while helping clients grow their balances.

Flexibility to work weekends and evenings is required, and candidates must pursue necessary