Private Client Banker: Wealth & Relationship Advisor

JPMorgan Chase & Co.; Spring Hill (FL); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage affluent clients' full banking relationships and drive growth across balances.

You will solicit referrals and develop internal and external sources to expand the client base. The role requires advising clients on the best products for their needs, coordinating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, and ensuring access to self-service options for convenience and

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act, and required registrations or licenses by start date.
• 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.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Financial services

Education

High school diploma

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage affluent clients' full banking relationships and drive growth across balances.

You will solicit referrals and develop internal and external sources to expand the client base. The role requires advising clients on the best products for their needs, coordinating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, and ensuring access to self-service options for convenience and