Wealth Private Client Banker & Relationship Advisor

JP Morgan Chase; Lynnfield (MA); On-site; USD 52,000 - 76,000; Full time

Job summary

JP Morgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their full banking relationship across the firm, using a proactive approach to grow balances and revenue.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts for specialized needs and offer convenient self-service options around the clock.

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.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or must be completed within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Ability 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 provide best products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Makes lives of clients more convenient by enabling self-service options access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Communication skills

Team orientation

Education

High school degree

GED

Job description

JP Morgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their full banking relationship across the firm, using a proactive approach to grow balances and revenue.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts for specialized needs and offer convenient self-service options around the clock.