Private Client Banker: Wealth Relationships & Advisory

JPMorganChase; Lecanto (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase in Florida is seeking a Private Client Banker in Branch Banking to serve an affluent client base and manage the full banking relationship. You will drive growth through proactive education and tailored financial guidance.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to offer integrated solutions and connect clients with experts. Weekend/evening hours may be required.

Qualifications

• Strong track record of acquiring and growing client relationships.
• 1+ year in branch banking or equivalent with revenue growth.
• SIE exam, FINRA Series 6/7 and state licenses required or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Availability to work weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts.
• Promote self-service options for 24/7 access to accounts.
• Adhere to banking policies and regulations.

Skills

Relationship building

Customer service

Communication

New client acquisition

Regulatory compliance

Education

High school diploma or equivalent

Job description

JPMorganChase in Florida is seeking a Private Client Banker in Branch Banking to serve an affluent client base and manage the full banking relationship. You will drive growth through proactive education and tailored financial guidance.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to offer integrated solutions and connect clients with experts. Weekend/evening hours may be required.