Elite Private Client Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive, advice-based approach. The role emphasizes growth through referrals and collaboration with specialists.

The position requires strong relationship-building, excellent communication, and compliance with banking regulations, with flexibility to work branch hours including weekends.

Qualifications

• Proven 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 licensing 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 best-fit products and services.
• Partners with Specialists to connect customers to experts for specialized needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Communication skills

New client acquisition

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive, advice-based approach. The role emphasizes growth through referrals and collaboration with specialists.

The position requires strong relationship-building, excellent communication, and compliance with banking regulations, with flexibility to work branch hours including weekends.