Wealth Relationship Banker (Private Client)

JPMorganChase; Town of Florida (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader branch customers. You will manage the full banking relationship with a proactive, advice-based approach to grow balances and referrals.

You’ll collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists and convenient self-service options around the clock.

Qualifications

• Relationship-based approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE/FINRA licenses or must be completed within 180 days of start date.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or GED.
• Adherence to banking policies and regulatory requirements.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates self-service options to access accounts 24/7.
• Adheres to policies, procedures and regulatory banking requirements.

Skills

Relationship selling

Branch banking experience

Licenses & registrations

Regulatory compliance

Flexible hours

Client service excellence

Education

High school diploma

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader branch customers. You will manage the full banking relationship with a proactive, advice-based approach to grow balances and referrals.

You’ll collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists and convenient self-service options around the clock.