Private Client Banker - Ashland Pond St, MA
On-site · Ashland, Massachusetts, United States
Job Summary
Private Client Banker in Branch Banking at JPMorgan Chase & Co. in Ashland, MA, serving a select group of affluent clients by managing entire banking relationships, providing education and advice tailored to financial needs, and partnering with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts. Responsibilities include proactive relationship management, soliciting referrals, offering self-service options for 24/7 access, and ensuring adherence to regulatory banking requirements. The role emphasizes relationship-based growth, client acquisition, and serving high-net-worth clients within branch operations.
Required Qualifications
- High school degree, GED, or foreign equivalent
- 1+ year Branch Banking Banker or equivalent experience in financial services
- Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses (must be completed within 180 days of starting)
- Compliance with Dodd Frank/Truth in Lending Act
- NMLS registration under the SAFE Act of 2008
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