Affluent Client Banker & Relationship Advisor

JPMorganChase; New York (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and other customers within the branch.

You will manage end-to-end banking relationships, proactively growing balances, and acquiring new clients through referrals and internal/external networks. You will coordinate with specialists to address clients' complex financial needs, guiding them to the best products while promoting convenient self-service options.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7 and state licenses or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages clients' banking relationships through an advice-based approach to provide best-fit products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Sales / cross-selling

Communication skills

Regulatory compliance

Education

High school diploma or equivalent

College degree or military equivalent

Tools

CRM systems

NMLS access

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and other customers within the branch.

You will manage end-to-end banking relationships, proactively growing balances, and acquiring new clients through referrals and internal/external networks. You will coordinate with specialists to address clients' complex financial needs, guiding them to the best products while promoting convenient self-service options.