Private Client Relationship Banker

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

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent clients’ banking relationships in branches. You will engage in proactive relationship management, offer appropriate products and services, and collaborate with specialists to address complex financial needs.

The role requires strong communication, adherence to banking policies, and flexibility to work weekends/evenings. Training and licensing compliance are integral to the position.

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 revenue generation.
• SIE exam, FINRA Series 6/7, and state registrations required or completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work branch hours, including weekends and some evenings.

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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Financial services

Regulatory compliance

NMLS knowledge

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent clients’ banking relationships in branches. You will engage in proactive relationship management, offer appropriate products and services, and collaborate with specialists to address complex financial needs.

The role requires strong communication, adherence to banking policies, and flexibility to work weekends/evenings. Training and licensing compliance are integral to the position.