Private Client Relationship Banker

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

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent Chase clients and other branch customers. You will manage full banking relationships with an advisory approach, helping clients access top financial products and services.

You will collaborate with Specialists to address specialized needs and promote convenient, 24/7 self-service access while adhering to regulatory requirements and internal policies.

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 and revenue generation.
• SIE exam and FINRA licenses or complete within 180 days of starting.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages client banking relationships with an advisory approach to provide 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.
• Complies with banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Financial services experience

SIE exam / FINRA licenses

Education

High school degree

Tools

NMLS registration

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent Chase clients and other branch customers. You will manage full banking relationships with an advisory approach, helping clients access top financial products and services.

You will collaborate with Specialists to address specialized needs and promote convenient, 24/7 self-service access while adhering to regulatory requirements and internal policies.