Private Client Banker: Wealth & Relationship Advisor

Aumni; Warren (MI); On-site; USD 55,000 - 95,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their full banking relationship with a proactive, education-focused approach.

The role requires adherence to banking regulations (Dodd-Frank, NMLS) and availability for weekend/evening shifts, with growth opportunities within Chase Consumer & Community Banking.

Qualifications

• Excellent communication skills.
• Experience cultivating relationships with affluent clients.
• Strong team orientation with a commitment to long-term career with the firm.
• 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication skills

Affluent client relationships

Team orientation

Weekend/evening availability

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their full banking relationship with a proactive, education-focused approach.

The role requires adherence to banking regulations (Dodd-Frank, NMLS) and availability for weekend/evening shifts, with growth opportunities within Chase Consumer & Community Banking.