Wealth-Building Private Client Banker

Testing Site - JPMC; Ashland (MA); On-site; USD 70,000 - 110,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a selective group of affluent clients and manage their complete banking relationship across the company. You will provide proactive education and advice tailored to their financial needs.

You will collaborate with Specialists to connect clients to experts, promote convenient self-service options, and ensure compliance with banking regulations while delivering exceptional service in a branch setting.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE, FINRA Series 6/7 and state licenses required within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED; college degree preferred.

Responsibilities

• Shares the value of Chase Private Client with clients.
• Manages client relationships through an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Promotes self-service options for 24/7 access.
• Adheres to policies and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Communication skills

Team collaboration

Education

High school diploma

Bachelor's degree preferred

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a selective group of affluent clients and manage their complete banking relationship across the company. You will provide proactive education and advice tailored to their financial needs.

You will collaborate with Specialists to connect clients to experts, promote convenient self-service options, and ensure compliance with banking regulations while delivering exceptional service in a branch setting.