Private Client Relationship Banker

JPMorgan Chase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in New York is seeking a Private Client Banker in Branch Banking to serve an affluent client base and manage complete banking relationships with an advice-based approach. You will actively solicit referrals and develop internal and external sources to grow client balances.

The role emphasizes regulatory compliance, collaboration with specialists, and providing convenient 24/7 self-service access for clients, with weekend/evening hours as required.

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 and licensing prerequisites.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to optimize products and services.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists.
• Facilitates client convenience by promoting self-service options for 24/7 account access.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Account management

Education

High school diploma or equivalent

College degree or military equivalent

Tools

SIE exam

FINRA Series 6/7

State registrations (63/66)

Life licenses

Job description

JPMorgan Chase in New York is seeking a Private Client Banker in Branch Banking to serve an affluent client base and manage complete banking relationships with an advice-based approach. You will actively solicit referrals and develop internal and external sources to grow client balances.

The role emphasizes regulatory compliance, collaboration with specialists, and providing convenient 24/7 self-service access for clients, with weekend/evening hours as required.