Private Client Banker: Wealth Relationships

JPMorganChase; Lakeland (FL); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase in Florida is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing their complete banking relationship and driving growth through referrals.

The role requires compliance with regulatory requirements, strong communication, and ability to work extended hours. The team emphasizes diversity and a client-centric approach.

Qualifications

• Demonstrated success building client relationships and growing revenue.
• Excellent written and verbal communication skills.
• Experience acquiring new clients and maintaining relationships in financial services.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to offer suitable products.
• Partners with specialists to connect clients to experts for complex needs.
• Facilitates access to self-service options to serve clients 24/7.
• Complies with banking policies and regulatory requirements.

Skills

Relationship building

Communication skills

Sales experience

Team orientation

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase in Florida is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing their complete banking relationship and driving growth through referrals.

The role requires compliance with regulatory requirements, strong communication, and ability to work extended hours. The team emphasizes diversity and a client-centric approach.