Private Client Relationship Banker

JPMorganChase; Searcy (AR); On-site; USD 60,000 - 75,000; Full time

Job summary

JPMorganChase in the United States seeks an experienced Private Client Banker to manage affluent client relationships and a broad banking portfolio from the branch. You will actively solicit referrals, collaborate with specialists, and guide clients to the best products for their financial needs while ensuring convenient, 24/7 self-service options and strong regulatory compliance.

Ideal candidates bring proven branch banking experience, a relationship-driven approach, and necessary securities

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, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or must be completed within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Banking experience

Licensing (SIE/Series 6/7)

Regulatory compliance

High school diploma

Communication

Team orientation

Affluent client relations

Education

High school diploma or GED

Job description

JPMorganChase in the United States seeks an experienced Private Client Banker to manage affluent client relationships and a broad banking portfolio from the branch. You will actively solicit referrals, collaborate with specialists, and guide clients to the best products for their financial needs while ensuring convenient, 24/7 self-service options and strong regulatory compliance.

Ideal candidates bring proven branch banking experience, a relationship-driven approach, and necessary securities