Private Client Banking Relationship Manager

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

Job summary

JPMorganChase in the United States is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of Chase's affluent clients, managing their banking relationship with a proactive, education-based approach to grow balances and loyalty.

You will collaborate with specialists to connect clients to experts, promote self-service access, and ensure compliance with policies while working branch hours, including some weekends and evenings.

Qualifications

• Success in building client relationships and growing revenue.
• 1+ year branch banking or equivalent experience.
• Regulatory compliance knowledge (Dodd-Frank, Truth in Lending).
• Willingness to work weekends and evenings.
• SIE/Series 6/7 and state licenses required or completed within 180 days.

Responsibilities

• Manage banking relationships for Private Client clients.
• Collaborate with specialists to connect clients to experts.
• Promote self-service access for 24/7 convenience.
• Adhere to banking policies and regulatory requirements.
• Solicit referrals and acquire new clients.

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Weekend/evening hours

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorganChase in the United States is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of Chase's affluent clients, managing their banking relationship with a proactive, education-based approach to grow balances and loyalty.

You will collaborate with specialists to connect clients to experts, promote self-service access, and ensure compliance with policies while working branch hours, including some weekends and evenings.