Elite Private Client Banker: Advisory & Relationships

JPMorgan Chase & Co.; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage elite clients' full banking relationships, provide education and tailored financial advice, and help grow client balances through referrals and cross-functional collaboration.

The role emphasizes an advice-based approach, collaboration with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, and a commitment to accessibility via self-service options for clients 24/7.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.
• Bilingual English and Russian.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking 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 who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Sales and revenue

Bilingual English-Russian

Education

High school degree

College degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage elite clients' full banking relationships, provide education and tailored financial advice, and help grow client balances through referrals and cross-functional collaboration.

The role emphasizes an advice-based approach, collaboration with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, and a commitment to accessibility via self-service options for clients 24/7.