Private Client Banker: Wealth Solutions & Concierge Banking

JPMorgan Chase & Co.; Florida; On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Florida is seeking a Private Client Banker to represent our brand with hospitality, delivering banking solutions to affluent clients and managing their complete banking relationships.

You will solicit referrals, adopt an advisory approach, and connect clients to Chase Mobile App, Chase.com, and our team of experts to meet complex financial needs. Experience in relationship-building and sales preferred; ability to work branch hours including weekends is required.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year branch banking or equivalent experience in financial services sales.
• Ability to deliver value-added, personalized service to clients.
• Excellent verbal and written communication across channels.
• Knowledge of banking products and services and tailoring them to client needs.
• Compliance with risk and regulatory requirements and attention to detail.

Responsibilities

• Put clients first and exceed expectations with attentive, welcoming service.
• Actively manage banking relationships with an advice-based approach to products and services.
• Solicit referrals and develop internal and external sources for growth.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to our team of experts for complex needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship management

Financial services sales

Client acquisition

Excellent communication

Regulatory compliance

Problem solving

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Florida is seeking a Private Client Banker to represent our brand with hospitality, delivering banking solutions to affluent clients and managing their complete banking relationships.

You will solicit referrals, adopt an advisory approach, and connect clients to Chase Mobile App, Chase.com, and our team of experts to meet complex financial needs. Experience in relationship-building and sales preferred; ability to work branch hours including weekends is required.