Private Client Relationship Banker

JPMorganChase; Bismarck (ND); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health care coverage

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker who excels at building trusted relationships, delivering education and advice, and helping clients access tailored financial solutions.

You will collaborate with specialists to connect clients with experts, promote self-service options, and comply with regulatory requirements while delivering exceptional service in a branch setting.

Qualifications

• Must demonstrate a value-added, relationship-oriented approach to acquiring and deepening client relationships.
• At least 1+ year in branch banking or equivalent financial services experience with client revenue generation.
• Ability to obtain required securities licenses or have completed them within 180 days of start.
• Compliance with Dodd-Frank and Truth in Lending Act requirements.
• High school diploma or foreign equivalent.

Responsibilities

• Promote Chase Private Client value to eligible clients.
• Manage client relationships with an advice-based approach for best-fit products.
• Partner with Specialists to connect clients to experts for complex needs.
• Increase client convenience by enabling self-service access 24/7.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Client relationship management

Sales experience

Regulatory compliance

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker who excels at building trusted relationships, delivering education and advice, and helping clients access tailored financial solutions.

You will collaborate with specialists to connect clients with experts, promote self-service options, and comply with regulatory requirements while delivering exceptional service in a branch setting.