Private Client Relationship Banker

JPMorgan Chase & Co.; Needham (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Needham, MA seeks a Private Client Banker in Branch Banking to manage affluent clients and broader customer relationships with an advice-based approach. You will guide clients to the best products and services, and collaborate with specialists to address complex financial needs.

This role emphasizes building trusted relationships, ensuring regulatory compliance, and driving client growth through referrals and internal network collaboration.

Qualifications

• Proven ability to acquire and deepen client relationships.
• Experience in new client acquisition and revenue generation.
• Compliance with banking regulations and lending laws.
• Strong communication skills for client and internal collaboration.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with a tailored, advice-based approach.
• Partners with specialists to connect clients with experts for financial needs.
• Sets up self-service options to access accounts 24/7.
• Adheres to bank policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Excellent communication

Education

High school diploma

Job description

JPMorgan Chase & Co. in Needham, MA seeks a Private Client Banker in Branch Banking to manage affluent clients and broader customer relationships with an advice-based approach. You will guide clients to the best products and services, and collaborate with specialists to address complex financial needs.

This role emphasizes building trusted relationships, ensuring regulatory compliance, and driving client growth through referrals and internal network collaboration.