Wealth Relationship Banker

JPMorgan Chase & Co.; Bay Shore (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker at a Chase Branch in New York. You will represent the brand with hospitality, deliver banking solutions and technology to affluent clients, and manage their complete banking relationship with a proactive approach to growth.

The role requires building trust, soliciting referrals, and collaborating with a team of experts while adhering to banking policies and regulatory requirements.

Qualifications

• Must have a relationship-driven approach to acquiring and deepening client relationships.
• 2+ years in Financial Services sales or branch banking with revenue generation.
• Strong communication skills for in-person and phone interactions.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage banking relationships and recommend products/services for clients.

Skills

Relationship management

Financial services sales

Excellent communication

Risk/compliance awareness

High school diploma

Education

High school diploma or GED

College degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker at a Chase Branch in New York. You will represent the brand with hospitality, deliver banking solutions and technology to affluent clients, and manage their complete banking relationship with a proactive approach to growth.

The role requires building trust, soliciting referrals, and collaborating with a team of experts while adhering to banking policies and regulatory requirements.