Private Client Banker: Wealth Advisory & Premium Banking

JP Morgan Chase; Town of Cicero (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase’s Chase Private Client Banking team in Branch Banking seeks an experienced Private Client Banker to serve affluent clients as the main contact hub. You’ll manage their complete banking relationship with an advisory approach and collaborate with specialists to connect clients with tailored financial solutions.

The role emphasizes helping clients access self-service options, maintain compliance with banking regulations, and build lasting relationships, including weekend/evening

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition
• Beginning Oct. 1, 2018, Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or must be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

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 each client receives the best products and services for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Regulatory knowledge

Education

High school degree or equivalent

College degree or military equivalent

Job description

JPMorgan Chase’s Chase Private Client Banking team in Branch Banking seeks an experienced Private Client Banker to serve affluent clients as the main contact hub. You’ll manage their complete banking relationship with an advisory approach and collaborate with specialists to connect clients with tailored financial solutions.

The role emphasizes helping clients access self-service options, maintain compliance with banking regulations, and build lasting relationships, including weekend/evening