Private Client Banker - Maine Area

J.P. Morgan is hiring a Private Client Banker in Falmouth, ME, to manage affluent client banking relationships and provide relationship-based advice. Responsibilities include acquiring new clients, connecting them with specialists, and promoting self-service options while ensuring compliance with banking regulations. Candidates need at least one year of relevant experience and must work branch hours, including weekends. Strong communication skills and a commitment to client relationships are preferred.
## Key Role Overview

As a Private Client Banker in Branch Banking you will be the primary point of contact for a select group of affluent clients and other branch customers, managing their full banking relationship across the firm. The role focuses on relationship-based advice to grow client balances, acquire new clients through referrals and internal/external sourcing, and connecting clients with specialists for complex needs. You will also promote convenient self-service options while ensuring compliance with banking policies and regulatory requirements.

## Key Responsibilities

- Share the value of Chase Private Client with clients that may be eligible

- Actively manage client banking relationships using an advice-based approach to ensure clients receive appropriate products and services

- Partner with specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect customers with experts for specialized financial needs

- Facilitate client convenience by sharing and setting up self-service options to access accounts 24/7

- Adhere to policies, procedures, and regulatory banking requirements

## Required Qualifications

- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships

- Minimum 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, successful completion (or commitment to complete within 180 days of start) of the SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses as applicable

- Compliance with Dodd

- Frank/Truth in Lending Act requirements for Loan Originators

- High school degree, GED, or foreign equivalent

- Ability to work branch hours, including weekends and some evenings

## Preferred Qualifications

- Excellent communication skills

- College degree or military equivalent

- Experience cultivating relationships with affluent clients

- Strong team orientation and commitment to a long-term career with the firm

## Compensation & Benefits

- Base salary determined based on role, experience, skill set and location (specific salary range not provided)

- Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity

- Benefits include comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching

## Additional Information

- This position is subject to Dodd

- Frank/Truth in Lending Act qualification requirements and conditional upon JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information; felony conviction within the last seven years will disqualify candidates

- NMLS registration under the SAFE Act is required upon active employment; continued employment is contingent upon timely registration, renewals, and compliance with SAFE Act requirements

- Continued employment may be affected by information obtained through NMLS or background checks

- Work requires ability to operate during branch hours, including weekends and some evenings

- JPMorgan Chase is an equal opportunity employer and makes reasonable accommodations for applicants and employees as required