Private Client Relationship Banker

Testing Site - JPMC; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Testing Site - JPMC is seeking a Private Client Banker to manage affluent clients' banking relationships in a branch setting. The role focuses on proactive relationship management, referrals, and coordinating with specialists to meet client needs.

The ideal candidate will have experience in branch banking, strong communication, and a commitment to compliance with Dodd-Frank and licensing requirements. Weekend and some evening hours are expected.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act
• SIE exam/FINRA Series 6/7 and state registration and Life licenses required (or must be completed within 180 days)
• Ability to work branch hours, including weekends and some evenings
• National Mortgage Licensing System and SAFE Act registration requirements

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Acts as primary contact for a select group of affluent clients and manages their banking relationship
• Partners with Specialists to connect clients to experts for specialized financial needs
• Facilitates self-service options for clients (24/7 online access)
• Adheres to banking policies, procedures, and regulatory requirements

Skills

Relationship management

Communication skills

Sales/referrals

Team collaboration

Education

High school diploma

College degree or military equivalent

Job description

Testing Site - JPMC is seeking a Private Client Banker to manage affluent clients' banking relationships in a branch setting. The role focuses on proactive relationship management, referrals, and coordinating with specialists to meet client needs.

The ideal candidate will have experience in branch banking, strong communication, and a commitment to compliance with Dodd-Frank and licensing requirements. Weekend and some evening hours are expected.