Wealth Relationship Banker

JPMorgan Chase & Co.; Newburyport (MA); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in the United States invites applications for a Private Client Banker in Branch Banking.

You will be the main point of contact for Chase's affluent clients, managing their banking relationships with a proactive, education-focused approach to meet financial needs. You will collaborate with Private Client Advisors and Mortgage Bankers, expand client relationships, and help clients access self-service options 24/7 while complying with banking regulations.

Qualifications

• Demonstrated ability to acquire and deepen client relationships
• Strong communication and interpersonal skills for affluent clients
• Experience in financial services or banking preferred
• Willingness to work hours including weekends/evenings as needed

Responsibilities

• Share the value of Chase Private Client with eligible clients
• Manage client relationships with an advice-based approach
• Partner with Specialists to connect clients to experts
• Promote self-service options to access accounts 24/7
• Adhere to banking policies and regulatory requirements

Skills

Relationship building

Communication skills

Client acquisition

Team orientation

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the United States invites applications for a Private Client Banker in Branch Banking.

You will be the main point of contact for Chase's affluent clients, managing their banking relationships with a proactive, education-focused approach to meet financial needs. You will collaborate with Private Client Advisors and Mortgage Bankers, expand client relationships, and help clients access self-service options 24/7 while complying with banking regulations.