Private Client Relationship Banker

JPMorgan Chase & Co.; Bismarck (ND); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients, managing their complete banking relationship and delivering education and advice tailored to their financial needs.

You will partner with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while aiming to grow client balances and referrals.

Qualifications

• Demonstrated success acquiring and deepening client relationships.
• Experience in financial services with new client acquisition.
• Licensing requirements or must complete within 180 days.

Responsibilities

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

Skills

Relationship building

Sales and prospecting

Communication skills

Regulatory compliance

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients, managing their complete banking relationship and delivering education and advice tailored to their financial needs.

You will partner with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while aiming to grow client balances and referrals.