Private Client Relationship Banker

JPMorgan Chase & Co.

New York (NY)

On-site

USD 75,000 - 120,000

Full time

2 days ago

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Job summary

JPMorgan Chase & Co. in New York seeks an experienced Private Client Banker to lead affluent client relationships within Branch Banking.

You will manage the complete banking relationship, offering education and advice tailored to clients' financial needs while driving growth in balances. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and enable convenient self-service options, ensuring compliance with

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.
NMLS/Safe Act requirements and licensing, or ability to obtain within required timeframe.

Responsibilities

Share the value of Chase Private Client with eligible clients and manage their banking relationship.
Actively solicits referrals and develops internal/external sources to acquire new clients.
Partner with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect clients to experts.
Set up self-service options to access accounts 24/7 and ensure regulatory compliance.