Private Client Banker: Wealth-Relationship Advisor

Next Frontier Capital; Springfield (MO); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Commission incentives

Health care

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker to serve a select group of affluent clients in a branch setting. You will manage full banking relationships, provide tailored education and advice, and work with specialists to connect clients to experts for advanced needs.

You will promote self-service access 24/7, ensure compliance with banking regulations, and drive new client acquisition through referrals. A strong emphasis on service and integrity guides daily decisions.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• Strong communication and interpersonal skills across clients and internal partners.
• Ability to solicit referrals and grow new client relationships while increasing revenue.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to match products/services to client needs.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Makes client lives easier by promoting and setting up self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Communication skills

Sales / referrals

Compliance knowledge

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. seeks a Private Client Banker to serve a select group of affluent clients in a branch setting. You will manage full banking relationships, provide tailored education and advice, and work with specialists to connect clients to experts for advanced needs.

You will promote self-service access 24/7, ensure compliance with banking regulations, and drive new client acquisition through referrals. A strong emphasis on service and integrity guides daily decisions.