Affluent Client Relationship Specialist

JPMorgan Chase & Co.; New Jersey; On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in New Jersey seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their complete banking relationship, adopting an advice-based approach to offer the best products and services tailored to their needs.

The role requires a track record in acquiring and deepening client relationships, plus compliance with banking regulations. Weekend/evening hours may be required as part of branch operations.

Qualifications

• 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.
• Compliance with Dodd Frank/Truth in Lending Act and related requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Facilitates access to self-service options 24/7 for clients.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Strong communication

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in New Jersey seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their complete banking relationship, adopting an advice-based approach to offer the best products and services tailored to their needs.

The role requires a track record in acquiring and deepening client relationships, plus compliance with banking regulations. Weekend/evening hours may be required as part of branch operations.