Affluent Private Client Relationship Banker

JPMorgan Chase & Co.; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to serve affluent clients and branch customers. You will manage their complete banking relationship, taking a proactive, disciplined approach to grow balances and revenues, while soliciting referrals to acquire new clients.

The role emphasizes a high level of service, collaboration with specialists, and enabling self-service access for clients around the clock, all within banking regulations.

Qualifications

• Proven success in acquiring and deepening client relationships.
• 1+ year in Branch Banking or equivalent experience in financial services.
• SIE and FINRA licenses required within 180 days or already held.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or foreign equivalent.
• Ability to work branch hours including weekends/evenings.
• Adherence to policies, procedures, and regulatory banking requirements.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with an advice-based approach to offer best products and services.
• Collaborate with Private Client Advisors, Mortgage Bankers and BRM to connect clients with experts.
• Facilitate 24/7 access by promoting self-service options.
• Comply with banking policies, procedures and regulatory requirements.

Skills

Relationship building

New client acquisition

Financial services knowledge

Regulatory compliance

Communication skills

Education

High school diploma

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to serve affluent clients and branch customers. You will manage their complete banking relationship, taking a proactive, disciplined approach to grow balances and revenues, while soliciting referrals to acquire new clients.

The role emphasizes a high level of service, collaboration with specialists, and enabling self-service access for clients around the clock, all within banking regulations.