Private Client Relationship Banker

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve a select group of affluent clients and grow their banking relationship through an advisory approach.

You will partner with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while providing exceptional service and support for their financial needs.

Qualifications

• Value-added, relationship-focused client acquisitions and relationship management.
• 1+ year in branch banking or equivalent with revenue growth.
• SIE, FINRA Series 6/7, state licenses (63/66) or will complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or equivalent.
• Adherence to banking policies and regulatory requirements.
• Ability to work branch hours including weekends/evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with advice-based approach for best products.
• Partner with Specialists to connect clients to experts.
• Increase convenience by enabling 24/7 self-service access.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship selling

Client relationships

New client acquisition

SIE exam

FINRA 6/7

Dodd-Frank

Branch hours

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve a select group of affluent clients and grow their banking relationship through an advisory approach.

You will partner with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while providing exceptional service and support for their financial needs.