Private Client Relationship Banker

JPMorgan Chase & Co.; Ridgewood (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. invites applications for a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage complete banking relationships with a proactive, advice-based approach and work with Specialists to address specialized financial needs.

You will also educate clients on self-service tools and ensure adherence to banking regulations and internal policies while supporting growth through referrals and strong customer service.

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 success in new client acquisition and revenue generation.
• Excellent communication skills.
• Experience cultivating relationships with affluent clients.
• Strong team orientation and long-term commitment to the firm.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to deliver the best products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to all policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Communication

Teamwork

Affluent client experience

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. invites applications for a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage complete banking relationships with a proactive, advice-based approach and work with Specialists to address specialized financial needs.

You will also educate clients on self-service tools and ensure adherence to banking regulations and internal policies while supporting growth through referrals and strong customer service.