Private Client Banker: Wealth Relationships & Advisory

JPMorganChase; Olive Branch (MS); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive, advice-based approach.

You will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients to experts, provide education and financial guidance, and help grow balances while complying with all policies.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with new client acquisition.
• SIE exam, FINRA Series 6/7 and state licenses or completion within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Adherence to branch policies, procedures and regulatory banking rules.
• Ability 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 to deliver best-fit products.
• Partners with Specialists to connect clients to experts for complex needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Communication skills

Regulatory compliance

Team collaboration

Sales and advisory

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive, advice-based approach.

You will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients to experts, provide education and financial guidance, and help grow balances while complying with all policies.