Private Client Banker: Elite Relationship Banking

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

Job summary

JPMorgan Chase in the Branch Banking division seeks a Private Client Banker to serve affluent clients and manage the full banking relationship, driving growth through referrals and proactive service.

You will collaborate with specialists to connect clients to experts, provide education and advice, and promote 24/7 self-service access. The role requires adherence to regulatory requirements and weekend/evening hours.

Qualifications

• Proven success in acquiring and growing client relationships in financial services.
• 1+ year branch banking or equivalent experience with revenue generation.
• Must obtain SIE, FINRA 6/7 and state licenses or complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree or GED.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships through an advice-based approach to meet client needs.
• Partners with Specialists to connect customers to experts for financial needs.
• Promotes self-service options for 24/7 access.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship management

New client acquisition

Excellent communication

Team collaboration

Sales/referral generation

Education

High school degree

College degree or military equivalent

SIE/FINRA licenses (SIE, 6/7, 63/66)

Job description

JPMorgan Chase in the Branch Banking division seeks a Private Client Banker to serve affluent clients and manage the full banking relationship, driving growth through referrals and proactive service.

You will collaborate with specialists to connect clients to experts, provide education and advice, and promote 24/7 self-service access. The role requires adherence to regulatory requirements and weekend/evening hours.