Private Client Relationship Banker

JPMorgan Chase; Brunswick (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

Retirement plan

Tuition reimbursement

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers. You will manage full banking relationships with an advice-based approach and collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to address specialized financial needs.

You will help clients access self-service options, adhere to regulatory requirements, and participate in a team focused on growing balances and referrals.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Compliance with Dodd-Frank/Truth in Lending Act requirements
• Ability to work branch hours, including weekends and some evenings
• High school diploma or GED or foreign equivalent

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Client acquisition

Communication skills

Financial services experience

Regulatory compliance knowledge

Flexibility to work weekends/evenings

Education

High school diploma or GED

Bachelor’s degree or military equivalent

Tools

SIE exam

FINRA Series 6/7

State registrations (63/66)

Life licenses

NMLS registration (mortgage)

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers. You will manage full banking relationships with an advice-based approach and collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to address specialized financial needs.

You will help clients access self-service options, adhere to regulatory requirements, and participate in a team focused on growing balances and referrals.