Private Client Banker: Elevate Affluent Banking

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in a Chase Branch to deliver premium service to affluent clients and manage their full banking relationship.

You will present Chase's latest banking solutions and technology with a focus on hospitality and trust. You will actively grow client balances, solicit referrals, and collaborate with experts to meet complex financial needs while upholding risk and regulatory standards.

Qualifications

• Demonstrated success using a relationship-focused approach to grow client relationships.
• 1+ year experience in branch banking or financial services sales with new client wins.
• Ability to create memorable client experiences and elevate service.
• Excellent written and verbal communication, tailoring products to client needs.
• Resolve client issues quickly with attention to detail.
• Operate within risk parameters and complete required training.
• High school diploma, GED, or foreign equivalent.
• Licensing: SIE, FINRA Series 6, state registration (63 if needed), Life licenses; license within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed expectations—deliver attentive service and welcome clients.
• Actively manage assigned clients and banking relationships with advice-based product recommendations.
• Engage in clear, polite communication to understand and anticipate client needs.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly to consult clients and connect them to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building

Communication skills

Customer service

Problem solving

Time management

Attention to detail

Compliance awareness

Sales experience

Education

High school diploma or GED

Tools

SIE exam

FINRA Series 6

State registration

Life licenses

NMLS licensing

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in a Chase Branch to deliver premium service to affluent clients and manage their full banking relationship.

You will present Chase's latest banking solutions and technology with a focus on hospitality and trust. You will actively grow client balances, solicit referrals, and collaborate with experts to meet complex financial needs while upholding risk and regulatory standards.