Private Client Banker: Wealth Relationships Lead

Testing Site - JPMC; New York (NY); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

JPMorgan Chase in New York, NY seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and their banking relationships. You will proactively solicit referrals and coordinate with specialists to address clients’ financial needs.

The role emphasizes education, product guidance, and a proactive, advisory approach to servicing clients within a high-volume branch setting.

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 requirements.
• NMLS registration and related regulatory requirements.
• High school degree or GED.

Responsabilités

• Act as the main point of contact for Chase Private Client clients.
• Manage banking relationships and provide advice-based solutions.
• Collaborate with Specialists to connect clients to experts for specialized needs.
• Promote self-service options to provide 24/7 account access.
• Adhere to all banking policies, procedures, and regulatory requirements.

Connaissances

Relationship selling

New client acquisition

Regulatory compliance

Formation

High school diploma or GED

Description du poste

JPMorgan Chase in New York, NY seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and their banking relationships. You will proactively solicit referrals and coordinate with specialists to address clients’ financial needs.

The role emphasizes education, product guidance, and a proactive, advisory approach to servicing clients within a high-volume branch setting.