Private Client Growth & Strategy Lead

Busey Bank; Scottsdale (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Scottsdale, AZ to manage relationships with affluent clients and drive growth in balances. You will act as the primary contact in-branch, delivering education, advice, and tailored financial solutions.

The role emphasizes building durable client relationships, cross-selling services, and coordinating with specialists to meet complex needs while maintaining compliance with banking regulations.

Qualifications

• Proven ability to acquire and deepen affluent client relationships.
• Strong communication and interpersonal skills to advise clients.
• Ability to navigate regulatory requirements and internal policies.

Responsibilities

• Act as main contact for Private Client Banking clients in the branch.
• Develop and manage a high-quality client relationship, cross-selling suitable products.
• Coordinate with Specialists to connect clients to specialized financial services.
• Promote self-service options and ensure seamless account access for clients.

Skills

Relationship building

Client acquisition

Communication

Regulatory compliance

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Scottsdale, AZ to manage relationships with affluent clients and drive growth in balances. You will act as the primary contact in-branch, delivering education, advice, and tailored financial solutions.

The role emphasizes building durable client relationships, cross-selling services, and coordinating with specialists to meet complex needs while maintaining compliance with banking regulations.