Private Client Relationship Banker

JPMorgan Chase & Co.; San Diego (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Employee banking discounts

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others in the branch.

You will manage the complete banking relationship with an advisory approach, helping clients access education and tailored products to meet their financial needs. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and to expand client balances through referrals and

Qualifications

• Relationship‑oriented approach to acquire and deepen client relationships.
• 1+ year of Branch Banking Banker or equivalent financial services experience.
• Licensing within 180 days: SIE exam, FINRA Series 6/7, state registration, Life licenses.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or equivalent.

Responsibilities

• Actively manages banking relationships with a focus on education and referrals.
• Connect clients to Specialists for complex financial needs.
• Promote self‑service options to access accounts 24/7.
• Ensure adherence to banking policies, procedures, and regulatory requirements.
• Support new client acquisition and revenue growth.

Skills

Relationship building

New client acquisition

Excellent communication

Team collaboration

Regulatory compliance

Client advisory

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others in the branch.

You will manage the complete banking relationship with an advisory approach, helping clients access education and tailored products to meet their financial needs. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and to expand client balances through referrals and