Wealth Relationship Banker

JPMorgan Chase & Co.; Lloyd's Corners (NY); On-site; USD 65,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve affluent clients with proactive relationship management.

You will oversee clients’ banking relationships across the firm, advising on the best products and services to meet diverse financial needs and driving growth through referrals. The role emphasizes collaboration with Specialists, adherence to regulatory requirements, and facilitating 24/7 self-service options, while building lasting professional relationships

Qualifications

• Relationship-building experience with clients and revenue generation.
• Strong communication skills for client interactions and referrals.
• Experience cultivating relationships with affluent clients.
• Ability to work in a collaborative team environment.

Responsibilities

• Manage banking relationships for a select group of Chase Private Client clients.
• Advise clients on products and services to meet financial needs.
• Partner with Specialists to connect clients to experts for complex financial needs.
• Facilitate self-service access to accounts for clients 24/7.
• Adhere to banking policies, procedures and regulatory requirements.

Skills

Relationship-building

Excellent communication skills

Experience with affluent clients

Team oriented

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve affluent clients with proactive relationship management.

You will oversee clients’ banking relationships across the firm, advising on the best products and services to meet diverse financial needs and driving growth through referrals. The role emphasizes collaboration with Specialists, adherence to regulatory requirements, and facilitating 24/7 self-service options, while building lasting professional relationships