Private Client Banker: Wealth & Relationship Expert

JPMorgan Chase & Co.; Ocean Drive Beach (SC); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship with a proactive, advisory approach.

You will collaborate with specialists to connect clients to experts for tailored financial solutions and help clients access self-service options around the clock. The role emphasizes building lasting client relationships, following regulatory guidelines, and growing client balances while delivering

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam and FINRA Series 6/7 and state registrations required or completed within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act requirements
• High school diploma, GED, or foreign equivalent
• 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 enabling self-service options access to accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Communication skills

Sales experience

Financial services

Education

High school diploma

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship with a proactive, advisory approach.

You will collaborate with specialists to connect clients to experts for tailored financial solutions and help clients access self-service options around the clock. The role emphasizes building lasting client relationships, following regulatory guidelines, and growing client balances while delivering