Private Client Relationship Banker

JPMorgan Chase & Co.; Santa Monica (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Santa Monica, CA seeks a Private Client Banker to serve affluent clients and branch customers.

You will manage complete banking relationships with an advisory approach, generating client value by offering the right products and services while coordinating with specialists for tailored financial solutions. The role emphasizes proactive relationship management, compliance with banking regulations, and promoting self-service options to improve convenience for clients.

Qualifications

• Experience building and nurturing client relationships in a financial services setting.
• Proven ability to acquire new clients and grow revenue.
• Knowledge of banking regulations and compliance requirements.
• Strong communication and interpersonal skills.

Responsibilities

• Serve as the main contact for Chase Private Client and other Branch customers
• Manage client relationships with an advisory approach to deliver the best products
• Coordinate with specialists to connect clients with experts for complex needs
• Promote self-service options to enhance client convenience 24/7 access
• Ensure compliance with all applicable policies and regulatory requirements

Skills

Relationship building

Client acquisition

Financial services experience

Compliance knowledge

Excellent communication

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Santa Monica, CA seeks a Private Client Banker to serve affluent clients and branch customers.

You will manage complete banking relationships with an advisory approach, generating client value by offering the right products and services while coordinating with specialists for tailored financial solutions. The role emphasizes proactive relationship management, compliance with banking regulations, and promoting self-service options to improve convenience for clients.