Private Client Banker: Wealth & Relationship Builder

Aumni; Holland (MI); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and relationships, provide tailored financial education and advice, and collaborate with specialists to meet client needs.

This role requires a 1+ year banking experience, licenses or the ability to obtain SIE and FINRA Series 6/7, and the capacity to work weekends/evenings.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7 licenses or must be completed within 180 days of start date.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.

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 who can help with specialized financial needs.
• M akes 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 management

Client acquisition

Communication skills

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and relationships, provide tailored financial education and advice, and collaborate with specialists to meet client needs.

This role requires a 1+ year banking experience, licenses or the ability to obtain SIE and FINRA Series 6/7, and the capacity to work weekends/evenings.