Private Client Banker: Wealth & Relationship Expert

JPMorgan Chase & Co.

Saint Joseph (MI)

On-site

USD 60,000 - 95,000

Full time

3 days ago

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Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients, managing their complete banking relationships with an advice-based approach to grow balances and revenue.

The role involves partnering with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect clients with experts, and guiding clients to the best products while enabling 24/7 self-service access and strict regulatory

Qualifications

1+ year Branch Banking Banker or equivalent experience in financial services with proven client acquisition and revenue growth.
SIE exam, FINRA Series 6/7, state registrations (63/66 if required) or must complete within 180 days of start.
Compliance with Dodd-Frank/Truth in Lending Act requirements.
High school diploma or GED or foreign equivalent.

Responsibilities

Share the value of Chase Private Client with eligible clients.
Manage client banking relationships with an advice-based approach to deliver best-fit products/services.
Partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
Facilitate client access to self-service options 24/7 for convenience.
Adhere to policies, procedures, and regulatory banking requirements.