Private Client Relationship Banker - Wealth Guidance

JPMorgan Chase & Co.; Kentucky; On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. Private Client Banker in Branch Banking serves as the main contact for Chase’s affluent clients, managing the complete banking relationship with an advice-based approach. You will help acquire new clients through referrals and internal/external sources, ensuring optimal products and services.

Work with Specialists to connect clients to experts for specialized needs, while promoting self-service access and adhering to banking regulations and required licenses.

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.
• Compliance with Dodd Frank/Truth in Lending Act requirements and regulatory banking standards.
• National Mortgage Licensing System and Registry (NMLS) registration and related requirements.

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 enabling self-service options access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales & revenue generation

Communication skills

Client acquisition

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. Private Client Banker in Branch Banking serves as the main contact for Chase’s affluent clients, managing the complete banking relationship with an advice-based approach. You will help acquire new clients through referrals and internal/external sources, ensuring optimal products and services.

Work with Specialists to connect clients to experts for specialized needs, while promoting self-service access and adhering to banking regulations and required licenses.