Wealth-Driven Private Client Banker

Aumni; Camp Hill (Cumberland County); On-site; USD 55,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage a select group of affluent clients in-branch, delivering premier banking relationships with an advice-based approach.

You will drive growth by cross-selling, referrals, and collaborating with specialists to meet complex needs. The role requires adherence to regulatory requirements, flexibility to work branch hours, including weekends and some evenings, and a commitment to diversity and inclusion within a leading

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 and revenue generation.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages their banking relationship through an advice-based approach to deliver best products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Facilitates self-service access to accounts and adheres to regulatory requirements.

Skills

Relationship building

Communication skills

Sales and referrals

Regulatory awareness

Customer service

Education

High school diploma

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage a select group of affluent clients in-branch, delivering premier banking relationships with an advice-based approach.

You will drive growth by cross-selling, referrals, and collaborating with specialists to meet complex needs. The role requires adherence to regulatory requirements, flexibility to work branch hours, including weekends and some evenings, and a commitment to diversity and inclusion within a leading