Wealth Relationship Banker — Private Client

JPMorganChase; New York (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers. You will manage full banking relationships, proactively growing balances, and soliciting referrals to develop internal and external sources.

You will collaborate with specialists to connect clients to experts for complex financial needs and promote convenient, 24/7 self-service access.

Qualifications

• Excellent communication skills and relationship-driven approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with successful new client acquisition.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• 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 deliver best-fit products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients to experts.
• Facilitates self-service options for clients to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication skills

Relationship-driven sales

Revenue growth

Client advisory

Team collaboration

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers. You will manage full banking relationships, proactively growing balances, and soliciting referrals to develop internal and external sources.

You will collaborate with specialists to connect clients to experts for complex financial needs and promote convenient, 24/7 self-service access.