Private Client Banker: Wealth & Relationship Advisor

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

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage affluent clients’ complete banking relationships. You will actively solicit referrals, coordinate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers, and promote self-service access for clients.

The role requires strong relationship-building skills, a focus on compliant practices, and flexibility to work weekends and evenings in a branch setting.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam and FINRA Series 6/7 and state registrations (63/66) required or within 180 days
• Compliance with Dodd Frank/Truth in Lending Act requirements
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Manages banking relationships with an advice-based approach to meet client needs
• Partners with Specialists to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by enabling self-service options 24/7
• Adheres to banking policies and regulatory requirements

Skills

Relationship building

Client acquisition

Communication skills

Teamwork

Flexibility

Education

High school diploma / GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage affluent clients’ complete banking relationships. You will actively solicit referrals, coordinate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers, and promote self-service access for clients.

The role requires strong relationship-building skills, a focus on compliant practices, and flexibility to work weekends and evenings in a branch setting.