Private Client Banker - Wealth & Relationship Expert

JPMorgan Chase & Co.; Kirkland (WA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking who will serve a select group of affluent clients and other customers in the branch. The role focuses on managing the full banking relationship with a proactive, advice-based approach to grow client balances and revenue.

You will work with Specialists to connect clients to experts for specialized needs, and help clients access self-service options around the clock. Weekend/evening hours are required by the branch.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• Proven success in acquiring new clients and growing revenue
• Familiarity with bank policies and regulatory requirements

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
• 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

Customer service

Communication

Prospecting

Regulatory compliance

Education

High school diploma or GED

SIE exam and FINRA Series 6/7 (or equivalent licenses)

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking who will serve a select group of affluent clients and other customers in the branch. The role focuses on managing the full banking relationship with a proactive, advice-based approach to grow client balances and revenue.

You will work with Specialists to connect clients to experts for specialized needs, and help clients access self-service options around the clock. Weekend/evening hours are required by the branch.