Private Client Banker: Wealth Advisory & Relationships

Testing Site - JPMC; East Brunswick Township (NJ); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and deepen relationships with a proactive, education-focused approach.

You will collaborate with Specialists to connect clients to experts, promote self-service, and ensure compliance with Dodd-Frank/Truth in Lending Act and NMLS requirements. This role demands weekend/evening availability and a commitment to excellent service.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and NMLS 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 to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Regulatory awareness

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and deepen relationships with a proactive, education-focused approach.

You will collaborate with Specialists to connect clients to experts, promote self-service, and ensure compliance with Dodd-Frank/Truth in Lending Act and NMLS requirements. This role demands weekend/evening availability and a commitment to excellent service.