Private Client Banker

Responsibilities

• Manage complete banking relationships for affluent clients by delivering tailored financial solutions and cutting-edge technology.
• Actively manage assigned clients through an advice-based approach to recommend products and services that meet their financial needs.
• Acquire new clients by actively soliciting referrals and developing internal and external sources of business.
• Educate clients on digital banking solutions, including the Chase Mobile App and Chase.com.
• Collaborate with internal experts to connect clients to specialized financial services.
• Adhere to all company policies, procedures, and regulatory banking requirements.

Requirements

• 1+ year of experience in Branch Banking, Financial Services sales, or an equivalent role with proven success in revenue generation.
• High school degree, GED, or foreign equivalent.
• Possession of (or ability to obtain within 180 days) the Securities Industry Essential (SIE) exam, FINRA Series 6, state registration, and Life insurance license.
• Demonstrated success in using a relationship-oriented approach to acquire and deepen client connections.
• Excellent communication skills with the ability to tailor product benefits to diverse client needs.
• Ability to work branch hours, including weekends and some evenings.

Preferred Qualifications

• College degree or military equivalent.
• Previous experience cultivating relationships with affluent or high-net-worth clients.

Benefits

• Competitive total rewards package including base salary and potential commission-based or discretionary incentive compensation.
• Comprehensive health care coverage.
• Retirement savings plans.
• Tuition reimbursement and mental health support.
• Financial coaching and other employee wellness programs.

About the Company

JPMorgan Chase & Co. is a leading global financial services firm. Our Consumer & Community Banking division serves millions of customers through a wide range of products, including personal banking, credit cards, mortgages, and investment advice. We are committed to creating lifelong relationships and putting our customers at the heart of everything we do.