Full-Time

Private Client Banker

Posted on 3/12/2025

JP Morgan Chase

JP Morgan Chase

10,001+ employees

Global financial services and investment banking

No salary listed

Junior, Mid

Plantation, FL, USA

Category
Commercial Banking
Private Equity
Risk Management
Finance & Banking
Requirements
  • 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
  • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
  • Compliance with Dodd Frank/Truth in Lending Act
  • High school degree, GED, or foreign equivalent
  • Adherence to policies, procedures, and regulatory banking requirements
  • 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) 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
Desired Qualifications
  • Excellent communication skills
  • College degree or military equivalent
  • Experience cultivating relationships with affluent clients
  • Strong team orientation with a commitment of long-term career with the firm

JPMorgan Chase & Co. provides a wide range of financial services to individuals, businesses, and governments across more than 100 markets globally. Its offerings include investment banking, asset management, financial transaction processing, and consumer banking services such as personal banking, mortgages, and credit cards. The company utilizes its extensive expertise and proprietary data to deliver high-quality financial products, generating revenue through interest income, service fees, and trading commissions. What sets JPMorgan Chase apart from its competitors is its commitment to integrity, service, and community development, including initiatives to support veterans and enhance workforce development. The company's goal is to strengthen communities and provide valuable economic insights through the JPMorgan Chase Institute, which analyzes data to address critical economic issues.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1959

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Klarna expands JPMorgan Chase's presence in the growing BNPL market.
  • AI-powered security solutions can enhance JPMorgan Chase's transaction security protocols.
  • Cross-border payment capabilities offer potential for increased global market share.

What critics are saying

  • Wells Fargo lawsuit over a $481 million loan could lead to financial liabilities.
  • Increased competition in BNPL space challenges JPMorgan Chase's market position.
  • $2 trillion commercial real estate debt maturing by 2026 poses financial risks.

What makes JP Morgan Chase unique

  • JPMorgan Chase leverages over 200 years of financial expertise and global market presence.
  • The firm offers a diverse range of services, from investment banking to consumer banking.
  • JPMorgan Chase's commitment to community development and veteran support sets it apart.

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Benefits

Health Insurance

Flexible Work Hours

Paid Sick Leave

Paid Holidays

Company News

ETF Daily News
Mar 12th, 2025
Hickory Point Bank & Trust Makes New Investment in JPMorgan Chase & Co. (NYSE:JPM)

Hickory Point Bank & Trust makes new investment in JPMorgan Chase & Co. (NYSE:JPM).

PYMNTS
Mar 10th, 2025
Report: Papaya Global Adds Citi As Sponsor Bank

Payroll payments provider Papaya Global reportedly added Citibank as a sponsor bank, joining the company’s other sponsor, JPMorgan Chase.The relationship with Citi will enable Papaya Global to expand to new geographic regions, Payments Dive reported Monday (March 10), citing its interview with Papaya Global CEO Eynat Guez.With the addition of Citi as a sponsor, Papaya Global will keep enhancing its cross-border payments capabilities that currently encompasses 160 countries and 130 currencies, and serves clients in the U.S., Europe, Latin America and Asia, according to the report.“Multinational organizations simply cannot rely on error-prone manual inputs, capricious data security, changing FX rates, and erratic land dates when paying employees and contractors,” the company said in the report.Papaya Global did not immediately reply to PYMNTS’ request for comment.The company said Wednesday (March 5) that it formed a partnership with verification and compliance solutions provider Sumsub, in which Sumsub will offer Papaya artificial intelligence (AI)-powered fraud prevention and verification solutions.“When you enable global workforce payments, as we do at Papaya, thorough compliance and security is a top priority,” Amit Levi, senior vice president of product at Papaya Global, said at the time in a press release. “Anything less than that simply isn’t acceptable when serving enterprise clients. With Sumsub, we can take our compliance engine to the next level and deliver at scale, supporting our clients and their employees.”Papaya Global teamed up with cross-border payment platform dLocal in April to enable global firms to pay employees worldwide in local currencies in a timely fashion.The partnership launched in Latin America, including Chile, Colombia and Mexico; in Asia, including Indonesia and Vietnam; and in Africa, with plans to expand to additional territories.“The partnership with dLocal is exciting, because it speaks to the core of our mission at Papaya,” Ori Shilo, vice president of business development and partnerships at Papaya Global, said at the time in a press release. “Together, we are reshaping the global payments landscape, ensuring a premium payment experience without borders or compromises, and providing our customers with a strong base for scale and growth.”

PYMNTS
Mar 10th, 2025
Report: Wells Fargo Sues Jpmorgan Chase Over Commercial Real Estate Loan

Wells Fargo reportedly sued JPMorgan Chase on Monday (March 10), alleging that the bank knowingly made a loan based on faulty numbers, knowing that the loan would later be sold off in pieces to investors.In its lawsuit, Wells Fargo seeks to recover losses for investors, Reuters reported Monday.Reached by PYMNTS, JPMorgan Chase declined to comment on the report.The case involves a $481 million commercial real estate loan made in 2019, according to the report.Wells Fargo alleges that JPMorgan Chase learned before the purchase closed that the seller had overstated the property’s historical net operating income by 25% but went ahead with the loan because parts of it would be sold to investors, the report said.When the borrower defaulted in 2022, investors lost tens of millions of dollars, per the report.With its lawsuit, Wells Fargo aims to force JPMorgan Chase to repurchase the loan or pay damages for breach of contract, according to the report.It was reported in November that double commercial property loan defaults were at their highest point in 10 years.This situation raised worries that a lending practice known as “extend and pretending” was masking an increasing system risk and that the increase in loan modification was distorting loan markets.In October, the New York Federal Reserve warned that lenders seemed in many cases to be offering breaks to property borrowers for the sole purpose of delaying a write-off.“Banks’ ‘extended-and-pretended’ their impaired commercial real estate mortgages in the post-pandemic period,” the central bank’s researchers wrote, cautioning that generous modifications could lead “to credit misallocation and a build-up of financial fragility.”In April, it was reported that banks were facing a $2 trillion “wall” of property debt and must reduce their exposure to commercial real estate as that debt comes due.“Banks will be under pressure,” Newmark CEO Barry Gosin told the Financial Times (FT) in an interview posted April 1.Newmark, a real estate advisory and brokerage company, said at the time that the estimated $2 trillion of U.S. commercial real estate debt maturing between then and 2026 would have to be refinanced at much higher interest rates

PYMNTS
Mar 10th, 2025
Report: Wells Fargo Sues JPMorgan Chase Over Commercial Real Estate Loan

Wells Fargo reportedly sued JPMorgan Chase on Monday (March 10), alleging that the bank knowingly made a loan based on faulty numbers, knowing that the loan would later be sold off in pieces to investors.

Reuters
Mar 10th, 2025
Wells Fargo sues JPMorgan over troubled $481 million real estate loan

Wells Fargo sues JPMorgan over troubled $481 million real estate loan.