Private Client Banker (New Build) - Boston (Seaport), MA

JPMorgan Chase • Boston, MA

398d

About The Position

As a Private Client Banker at Chase, you will serve as the primary contact for a select group of affluent clients, managing their complete banking relationships. Your role involves providing tailored financial advice, acquiring new clients, and ensuring a high level of customer satisfaction through proactive engagement and relationship-building. You will collaborate with specialists to meet clients' diverse financial needs while adhering to regulatory requirements.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year Branch Banking Banker or equivalent experience in financial services
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Ability to work branch hours, including weekends and some evenings

Nice To Haves

• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment of long-term career with the firm

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach
• Partners with Specialists to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options
• Adheres to policies, procedures, and regulatory banking requirements

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 10,001+ employees