Private Client Banker — Wealth & Relationship Expert

JPMorganChase; Cameron Park (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationships. You will advise on products and services, solicit referrals, and partner with specialists to meet client needs.

The role requires a client-centered, education-focused approach and a willingness to work branch hours, including weekends and some evenings. California location-based responsibilities apply.

Qualifications

• Experience in branch banking or financial services with new client acquisition.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Ability to work hours including weekends and some evenings.

Responsibilities

• Manage the banking relationship for affluent clients and others in the branch.
• Promote products and services to meet client needs.
• Coordinate with specialists to address complex financial requirements.
• Educate clients on self-service options and accessibility.

Skills

Relationship building

Client acquisition

Advisory approach

Regulatory compliance

Communication

Team collaboration

Education

High school diploma or GED

College degree preferred

Tools

NMLS registration

SIE/FINRA licenses

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationships. You will advise on products and services, solicit referrals, and partner with specialists to meet client needs.

The role requires a client-centered, education-focused approach and a willingness to work branch hours, including weekends and some evenings. California location-based responsibilities apply.