Private Client Banker: Wealth Guidance & Relationships

J.P. Morgan; Bedford (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to nurture a select group of affluent clients and broader customers.

You’ll manage the full banking relationship, using an proactive advisory approach to grow balances while soliciting referrals and building sources. You’ll collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and enable 24/7 self-service access, all while complying with regulatory

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 revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and other banking regulations.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Partners with Specialists to connect clients with mortgage, investment, and business expertise.
• Promotes self-service options to access accounts 24/7.
• Ensures adherence to banking policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Financial services experience

Education

High school degree

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to nurture a select group of affluent clients and broader customers.

You’ll manage the full banking relationship, using an proactive advisory approach to grow balances while soliciting referrals and building sources. You’ll collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and enable 24/7 self-service access, all while complying with regulatory