Affluent Client Relationship Banker

Fairygodboss; Medfield (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch. You will manage the complete banking relationship, proactively growing balances and delivering education and advice tailored to financial needs.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers, promote self-service options, and ensure compliance with banking regulations while delivering excellent

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in financial services with verifiable success in new client acquisition and revenue generation.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to offer best-fit products.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.
• Makes clients’ lives easier by promoting self-service access 24/7.
• Adheres to banking policies, procedures and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Education

High school degree

Tools

NMLS knowledge

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch. You will manage the complete banking relationship, proactively growing balances and delivering education and advice tailored to financial needs.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers, promote self-service options, and ensure compliance with banking regulations while delivering excellent