Private Client Banker - Wealth & Relationship Lead

JPMorganChase; Southampton Township (PA); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their full banking relationship with an advice-based approach. You will collaborate with specialists to connect customers to experts for tailored financial needs and help clients access self-service options around the clock.

The role emphasizes customer education, growth in client balances, and ongoing adherence to regulatory requirements.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7 and Life licenses or must complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma or foreign equivalent.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Actively manages client banking relationships with an advice-based approach.
• Connects clients to specialists for lending, mortgage, and business needs.
• Promotes self-service options for 24/7 access to accounts.
• Adheres to banking policies and regulatory requirements.
• Solicits referrals to acquire new clients.

Skills

Relationship building

New client acquisition

Communication

Sales

Education

High school diploma

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their full banking relationship with an advice-based approach. You will collaborate with specialists to connect customers to experts for tailored financial needs and help clients access self-service options around the clock.

The role emphasizes customer education, growth in client balances, and ongoing adherence to regulatory requirements.