Wealth Client Relationship Banker

J.P. Morgan; Needham (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in our branch network to serve a select group of affluent clients, managing their comprehensive banking relationships and driving growth by leveraging education and tailored advice.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts and expand assets under management while encouraging self-service tools.

Qualifications

• 1+ year in branch banking or financial services with proven new client acquisition and revenue generation
• SIE exam and FINRA Series 6/7 and state registrations required or must be completed within 180 days of start
• Compliance with Dodd-Frank/Truth in Lending Act and related banking regulations
• Ability to work branch hours, including weekends and some evenings

Responsibilities

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

Skills

Relationship building

Client acquisition

Financial services knowledge

Regulatory compliance

Education

High school diploma or GED

Bachelor's degree preferred

Tools

NMLS familiarity

Job description

JPMorgan Chase is seeking a Private Client Banker in our branch network to serve a select group of affluent clients, managing their comprehensive banking relationships and driving growth by leveraging education and tailored advice.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts and expand assets under management while encouraging self-service tools.