Private Client Relationship Banker

JPMorgan Chase & Co.; Florida; On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Florida is seeking a Private Client Banker in Branch Banking to manage affluent clients' relationships with an advice-based approach and access to specialists for tailored financial solutions.

You will grow client balances by soliciting referrals, delivering exceptional service, and adhering to regulatory requirements, while working hours include weekends and some evenings to meet client needs.

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.
• SIE exam and FINRA Series 6/7; state registration and Life licenses required or must be completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act
• Ability to work branch hours, including weekends and some evenings
• High school degree, 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 for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Sales skills

Communication skills

Regulatory compliance

Education

High school degree

College degree

Job description

JPMorgan Chase & Co. in Florida is seeking a Private Client Banker in Branch Banking to manage affluent clients' relationships with an advice-based approach and access to specialists for tailored financial solutions.

You will grow client balances by soliciting referrals, delivering exceptional service, and adhering to regulatory requirements, while working hours include weekends and some evenings to meet client needs.