Private Client Relationship Banker

J.P. Morgan; Newburyport (MA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health care

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Newburyport, MA is seeking a Private Client Banker to manage a select group of affluent clients and other customers in the Branch. You will grow balances through proactive relationship management, referrals, and cross-team collaboration.

The role emphasizes an advice-based approach, account access, and partnering with specialists to meet complex financial needs, while complying with regulatory requirements.

Qualifications

• Value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience with revenue generation.
• SIE exam, FINRA Series 6/7 and state licenses required or completed within 180 days.
• Compliant with Dodd-Frank/Truth in Lending Act and banking regulations.
• Able to work branch hours, including weekends and some evenings.

Responsibilities

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

Skills

Relationship building

New client acquisition

Financial services knowledge

Regulatory compliance

Excellent communication

Education

High school degree or GED

College degree preferred

Military equivalent considered

Job description

JPMorgan Chase & Co. in Newburyport, MA is seeking a Private Client Banker to manage a select group of affluent clients and other customers in the Branch. You will grow balances through proactive relationship management, referrals, and cross-team collaboration.

The role emphasizes an advice-based approach, account access, and partnering with specialists to meet complex financial needs, while complying with regulatory requirements.