Elite Private Client Banker - Build Wealth & Relationships

Aumni; New York (NY); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Paid time off

Job summary

JPMorgan Chase & Co. in New York, NY is seeking a Private Client Banker to be the main point of contact for a select group of affluent clients and other customers in the branch.

You will manage their complete banking relationship with a proactive approach to grow balances and deliver tailored education and advice on financial needs. You will collaborate with Specialists to connect clients to experts and help them access self-service options, while complying with all banking regulations and

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 regulatory requirements.
• Ability to work branch hours, including weekends and some evenings.

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 with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Advice-based banking

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in New York, NY is seeking a Private Client Banker to be the main point of contact for a select group of affluent clients and other customers in the branch.

You will manage their complete banking relationship with a proactive approach to grow balances and deliver tailored education and advice on financial needs. You will collaborate with Specialists to connect clients to experts and help them access self-service options, while complying with all banking regulations and