Wealth Relationship Banker for Private Clients

JPMorgan Chase & Co.; East Aurora (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage an affluent client base, cultivating relationships with referrals and internal/external sources. You will provide advice-based banking, coordinate with specialists, and connect clients to 24/7 self-service tools.

The role emphasizes compliance with Dodd-Frank, licenses, and ongoing adherence to banking regulations while delivering excellent service and growth.

Qualifications

• Relationship-oriented approach to acquire and deepen client relationships
• Experience in new client acquisition and revenue generation
• SIE/FINRA licenses and state registration or must be completed within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• High school degree or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours including weekends and some evenings

Responsibilities

• Shares the value of JPMorgan Chase Private Client with clients that may be eligible
• Manages banking relationships through an advice-based approach to provide best products and services
• Partners with Specialists to connect customers to experts for specific financial needs
• Implements self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage an affluent client base, cultivating relationships with referrals and internal/external sources. You will provide advice-based banking, coordinate with specialists, and connect clients to 24/7 self-service tools.

The role emphasizes compliance with Dodd-Frank, licenses, and ongoing adherence to banking regulations while delivering excellent service and growth.