Private Client Banker: Advisor & Relationship Builder

JPMorganChase; Mansfield (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Mansfield, MA is seeking a Private Client Banker to serve as the main contact for a select group of affluent clients and other customers in the branch. You will manage their complete banking relationship with an advice-based approach.

The role involves partnering with specialists, helping clients access self-service options 24/7, and ensuring compliance with banking policies and regulatory requirements.

Qualifications

• 1+ year branch banking banker or equivalent experience in financial services with success in new client acquisition.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and life licenses required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Promote Chase Private Client value to eligible clients.
• Actively manages client relationships with an advice-based approach to deliver best-fit products and services.
• Collaborate with Specialists to connect clients to experts for specialized needs.
• Enable client convenience by sharing and setting up self-service options access 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Client acquisition

Regulatory compliance

Licensing requirements

Branch hours

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase in Mansfield, MA is seeking a Private Client Banker to serve as the main contact for a select group of affluent clients and other customers in the branch. You will manage their complete banking relationship with an advice-based approach.

The role involves partnering with specialists, helping clients access self-service options 24/7, and ensuring compliance with banking policies and regulatory requirements.