Affluent Client Relationship Banker

JPMorganChase; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase in New York is seeking a Private Client Banker in Branch Banking to manage affluent clients and a broad banking relationship. You will deliver education and advice tailored to each client's financial goals.

You will work with Specialists to connect clients to experts, encourage referrals, and expand balances while ensuring branch-hour availability and regulatory compliance.

Qualifications

• Demonstrated success acquiring and deepening client relationships.
• 1+ year of Branch Banking Banker or equivalent experience in financial services.
• Must obtain SIE, FINRA 6/7, and state licenses or complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree or GED.
• Ability to work branch hours, weekends, and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients.
• Manages their banking relationship with an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Makes lives of clients more convenient by offering self-service options 24/7 access.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-based sales

Client acquisition

Financial services experience

Regulatory compliance

Education

High school degree or GED

Job description

JPMorgan Chase in New York is seeking a Private Client Banker in Branch Banking to manage affluent clients and a broad banking relationship. You will deliver education and advice tailored to each client's financial goals.

You will work with Specialists to connect clients to experts, encourage referrals, and expand balances while ensuring branch-hour availability and regulatory compliance.