Private Client Relationship Banker

JPMorgan Chase & Co.; Ramona (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships.

You will drive growth by delivering tailored education and advice across our product suite. As a trusted advisor, you will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialized expertise while promoting self-service options and adhering to banking

Qualifications

• Experience in retail or branch banking with client focus.
• Willingness to complete required licenses (SIE, FINRA 6/7) within 180 days.
• Knowledge of banking products and services.
• Ability to work weekends/evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts.
• Set up self-service options for 24/7 account access.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship-building

New client acquisition

Communication skills

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in California seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships.

You will drive growth by delivering tailored education and advice across our product suite. As a trusted advisor, you will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialized expertise while promoting self-service options and adhering to banking