Private Client Banker: Wealth Relationships Lead

JPMorgan Chase & Co.; Livonia (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to be the main point of contact for Chase’s affluent clients and other customers, managing their complete banking relationship with a proactive, education-focused approach.

You will connect clients to specialists, promote self-service access, and ensure compliance with banking regulations while delivering personalized financial guidance and superior service in a busy branch environment.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services; proven success in acquiring, cultivating, and maintaining client relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• National Mortgage Licensing System and Registry (NMLS) registration required upon active employment.
• Minimum high school diploma or equivalent.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to meet clients' needs.
• Collaborates with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts.

Skills

Relationship building

New client acquisition

Effective communication

Customer service

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to be the main point of contact for Chase’s affluent clients and other customers, managing their complete banking relationship with a proactive, education-focused approach.

You will connect clients to specialists, promote self-service access, and ensure compliance with banking regulations while delivering personalized financial guidance and superior service in a busy branch environment.