Wealth-Building Private Client Banker

Next Frontier Capital; North Myrtle Beach (SC); On-site; USD 55,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in the Branch to serve a select group of affluent clients and other customers. You will manage their complete banking relationship with an advice-based approach, helping clients access the best products and services.

The role requires compliance with regulatory requirements and licenses; weekend/evening hours; strong communication and relationship-building skills; growth through referrals and collaboration with specialists.

Qualifications

• 1+ year Branch Banking Banker or equivalent in financial services.
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) or complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree 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 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

Communication skills

Team oriented

Branch banking experience

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in the Branch to serve a select group of affluent clients and other customers. You will manage their complete banking relationship with an advice-based approach, helping clients access the best products and services.

The role requires compliance with regulatory requirements and licenses; weekend/evening hours; strong communication and relationship-building skills; growth through referrals and collaboration with specialists.