Private Client Relationship Banker

Next Frontier Capital; Flowood (MS); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker to be the main contact for affluent clients and branch customers, managing their banking relationships with an advisory, education-focused approach.

The role emphasizes soliciting referrals, coordinating with specialists, and guiding clients to self-service options while upholding compliance with banking regulations. Weekend/evening hours may be required.

Qualifications

• Proven 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 success in new client acquisition and revenue generation.
• SIE exam and FINRA Series 6/7 (or eligible) with state registrations as required, completed within 180 days if not currently held.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or GED.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advisory approach to deliver the best products and services for client needs.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Facilitates self-service access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Communication

Regulatory compliance understanding

Team collaboration

Education

High school diploma or GED

SIE/FINRA Series 6/7 eligible or completed

NMLS/SAFE Act knowledge (if applicable)

Job description

JPMorgan Chase & Co. seeks a Private Client Banker to be the main contact for affluent clients and branch customers, managing their banking relationships with an advisory, education-focused approach.

The role emphasizes soliciting referrals, coordinating with specialists, and guiding clients to self-service options while upholding compliance with banking regulations. Weekend/evening hours may be required.