Private Client Banker — Wealth & Relationship Advisor

JPMorgan Chase Bank, N.A.; New York (NY); On-site; USD 34,000 - 45,000; Full time

Job summary

JPMorgan Chase Bank, N.A. is seeking a Private Client Banker in Branch Banking in New York to manage a select group of affluent clients and broader customer base.

You will build and deepen banking relationships, drive growth in balances, and solicit referrals to expand the client base. In this role, you will collaborate with Specialists to connect clients to experts for complex financial needs, promote self-service options, and ensure adherence to banking policies and regulatory requirements.

Qualifications

• Strong client relationship management and prospecting skills.
• 1+ year banking or financial services experience with revenue generation.
• Compliance with Dodd-Frank/Truth in Lending Act and related regulatory requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with a proactive, advice-based approach.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Sets up self-service options to access accounts 24/7 for client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Financial services

Sales/referrals

Client service

Education

High school diploma

College degree

Tools

NMLS knowledge

Job description

JPMorgan Chase Bank, N.A. is seeking a Private Client Banker in Branch Banking in New York to manage a select group of affluent clients and broader customer base.

You will build and deepen banking relationships, drive growth in balances, and solicit referrals to expand the client base. In this role, you will collaborate with Specialists to connect clients to experts for complex financial needs, promote self-service options, and ensure adherence to banking policies and regulatory requirements.