Private Client Banker - Wealth Relationship Specialist

JPMorgan Chase & Co.; Delaware (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their complete banking relationship across the company with a proactive, education-focused approach.

The role emphasizes advising clients, soliciting referrals, and coordinating with specialists to meet complex financial needs while ensuring access to self-service options around the clock.

Qualifications

• Relationship-based approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• Legal licensing: SIE, FINRA Series 6/7 and state registrations or completion within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Flexibility to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach for suitable products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Facilitates self-service options to access accounts 24/7 for client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication

Team collaboration

Education

High school degree/GED/foreign equivalent

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their complete banking relationship across the company with a proactive, education-focused approach.

The role emphasizes advising clients, soliciting referrals, and coordinating with specialists to meet complex financial needs while ensuring access to self-service options around the clock.