Private Client Banker: Wealth & Relationship Expert

JPMorgan Chase & Co.; Brunswick (OH); On-site; USD 65,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients and provide education and advice tailored to their financial needs.

You will actively grow client balances, acquire new clients through referrals, and collaborate with Specialists to connect customers to experts for sophisticated financial needs while meeting regulatory requirements.

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.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act
• High school diploma or equivalent
• 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 their accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Financial services knowledge

Regulatory compliance

Communication

Team orientation

Education

High school diploma/GED

College degree (preferred)

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients and provide education and advice tailored to their financial needs.

You will actively grow client balances, acquire new clients through referrals, and collaborate with Specialists to connect customers to experts for sophisticated financial needs while meeting regulatory requirements.