Private Client Relationship Banker

JPMorganChase

Danville (CA)

On-site

USD 85,000 - 105,000

Full time

10 days ago

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Job summary

JPMorganChase is seeking a Private Client Banker in Branch Banking to manage affluent clients and their complete banking relationship. You will drive growth through referrals, coordinated with specialists, and an advisory approach to banking needs.

You will support clients with self-service options and ensure adherence to regulatory requirements, working within branch hours including weekends.

Qualifications

Value-added, relationship-oriented approach to acquire and deepen client relationships.
1+ year Branch Banking Banker or equivalent experience in financial services.
SIE exam, FINRA Series 6/7, state registrations (63/66 if required) or must be completed within 180 days.
Compliance with Dodd Frank/Truth in Lending Act.
High school degree, GED, or foreign equivalent.
Adherence to policies, procedures, and regulatory banking requirements.
Ability to work branch hours, including weekends and some evenings.
Excellent communication skills (preferred).
College degree or military equivalent (preferred).
Experience cultivating relationships with affluent clients (preferred).
Strong team orientation with long-term career with the firm (preferred).

Responsibilities

Shares the value of Chase Private Client with clients that may be eligible.
Actively manages banking relationships with an advice-based approach to deliver the best products and services.
Partners with Specialists to connect clients to experts for specialized financial needs.
Facilitates access to self-service options for 24/7 account access.
Adheres to banking policies, procedures, and regulatory requirements.