Private Client Relationship Banker

JPMorgan Chase & Co.; New Canaan (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New Canaan, CT, seeks a Private Client Banker in Branch Banking who serves as the main point of contact for affluent clients and manages their complete banking relationship with an advice-based approach.

You will collaborate with specialists to connect clients to experts for tailored financial needs and help expand client relationships while ensuring accessibility through self-service options.

Qualifications

• Proven ability to grow client relationships and assets.
• 1+ year in branch banking with success in acquiring and managing clients.
• SIE exam, FINRA Series 6/7 and state registrations or plan to complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share Chase Private Client value and qualify clients.
• Manage client relationships with an advice-based approach to match products/services to needs.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Facilitate access to self-service options for 24/7 banking.
• Adhere to internal policies and regulatory requirements.

Skills

Relationship management

New client acquisition

Communication skills

Regulatory compliance

Flexible hours

Education

High school diploma

College degree preferred

Tools

NMLS knowledge

Job description

JPMorgan Chase & Co. in New Canaan, CT, seeks a Private Client Banker in Branch Banking who serves as the main point of contact for affluent clients and manages their complete banking relationship with an advice-based approach.

You will collaborate with specialists to connect clients to experts for tailored financial needs and help expand client relationships while ensuring accessibility through self-service options.