Private Client Banker - Wealth Relationship Specialist

JPMorganChase; Corvallis (OR); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Banker in Corvallis, Oregon. In this role, you will serve as a trusted advisor to affluent clients, ensuring their banking needs are met through a comprehensive relationship-based approach. Candidates should have at least a year of banking or financial services experience and be prepared to complete necessary licensing exams shortly after starting. Join a team committed to excellence and customer satisfaction, with competitive compensation and numerous benefits.

Qualifications

• 1+ year of experience in Branch Banking or equivalent financial services.
• Compliance with industry regulations such as the Dodd-Frank Act.
• Must complete specific licensing exams within 180 days of starting.

Responsibilities

• Actively manage client banking relationships through an advice-based approach.
• Share value of Chase Private Client services with eligible clients.
• Connect customers to specialized financial experts as needed.

Skills

Relationship-oriented approach to client acquisition

Excellent communication skills

Ability to work weekends and evenings

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

A leading financial services firm is seeking a Private Client Banker in Corvallis, Oregon. In this role, you will serve as a trusted advisor to affluent clients, ensuring their banking needs are met through a comprehensive relationship-based approach. Candidates should have at least a year of banking or financial services experience and be prepared to complete necessary licensing exams shortly after starting. Join a team committed to excellence and customer satisfaction, with competitive compensation and numerous benefits.