Private Client Banker: Wealth-Relationship Expert

Fairygodboss; Kentfield (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the Branch. You will manage full banking relationships with an advice-based approach and help clients access education and tailored solutions.

You will collaborate with Specialists to connect clients to experts, while ensuring compliance with regulatory requirements and offering convenient self-service options around the clock.

Qualifications

• Experience using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year in branch banking with verifiable success in new client acquisition and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and related regulations.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to offer best-fit products.
• Partners with Specialists to connect clients to experts for specialized needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the Branch. You will manage full banking relationships with an advice-based approach and help clients access education and tailored solutions.

You will collaborate with Specialists to connect clients to experts, while ensuring compliance with regulatory requirements and offering convenient self-service options around the clock.