Private Client Relationship Banker

JPMorganChase; Franklin (TN); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage affluent clients’ full banking relationships with an advisory approach. You will collaborate with specialists to address complex needs and actively solicit referrals to grow client balances, while ensuring convenient 24/7 access to services.

The role requires at least 1+ year in branch banking, strong communication, and adherence to regulatory requirements, with a schedule including weekends and some evenings.

Qualifications

• Proven success using a relationship-based approach to acquire and deepen client relationships.
• Experience in financial services with new client acquisition and revenue generation.
• Compliance with regulatory requirements (Dodd-Frank/TILA) and licensing timelines.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to offer best-fit products.
• Partners with Specialists to connect clients to experts for sophisticated needs.
• Facilitates access to self-service options for clients (24/7).
• Follows internal policies and regulatory banking requirements.

Skills

Excellent communication

Affluent client relations

Team orientation

Relationship development

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage affluent clients’ full banking relationships with an advisory approach. You will collaborate with specialists to address complex needs and actively solicit referrals to grow client balances, while ensuring convenient 24/7 access to services.

The role requires at least 1+ year in branch banking, strong communication, and adherence to regulatory requirements, with a schedule including weekends and some evenings.