Private Client Banker — Elite Relationship Banking

JPMorganChase; Bay Shore (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker to provide hospitality and tailored financial solutions to affluent clients in a Chase branch, managing complete banking relationships and proactively generating growth through referrals.

The role emphasizes relationship-based sales, excellent communication, and adherence to regulatory requirements, with licensing paths to be completed within 180 days and use of digital tools for client engagement.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in Financial Services sales with proven success in acquiring new clients, deepening relationships, and revenue generation.
• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Sales experience

Communication skills

Regulatory compliance

Licensing knowledge

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

JPMorganChase is seeking a Private Client Banker to provide hospitality and tailored financial solutions to affluent clients in a Chase branch, managing complete banking relationships and proactively generating growth through referrals.

The role emphasizes relationship-based sales, excellent communication, and adherence to regulatory requirements, with licensing paths to be completed within 180 days and use of digital tools for client engagement.