×
Register Here to Apply for Jobs or Post Jobs. X

Private Client Banker Build Wallbrook - ville, NC

Job in Wake Forest, Wake County, North Carolina, 27588, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Private Client Banker - (New Build) Wallbrook - Rolesville, NC

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job

responsibilities
  • Share the value of Chase Private Client with clients that may be eligible
  • Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
  • Partner with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • Make 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
  • Adhere to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
  • 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
  • If not currently registered, the Securities Industry Essentials (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
Preferred qualifications, capabilities, and skills
  • Excellent communication skills
  • College degree or military equivalent
  • Experience cultivating relationships with affluent clients
  • Strong team orientation with a commitment to a long‑term career with the firm
Dodd Frank/Truth in Lending Act

This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent upon JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination of financial responsibility, good character, and general fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration.

Continued employment is contingent upon compliance with the Truth in Lending Act/Dodd‑Frank requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment with JPMorgan Chase, you will be required to either register on NMLS or update your existing registration to reflect your employment. Continued employment is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, timely renewal, and required updates thereafter.

Any information obtained during the registration, update, and renewal processes may impact your employment. Further information about NMLS registration requirements can be found at (Use the "Apply for this Job" box below). Pages/default.aspx.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary