Private Client Banker - Glastonbury, CT
JPMorgan Chase & Co.
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills 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, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills 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 Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: #J-18808-Ljbffr JPMorgan Chase & Co.
- ...Job Title Private Client Banker in Branch Banking Job Description You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having...Private clientImmediate startAfternoon shift
$70k - $120k
...Physical Therapist – Glastonbury, CT Now offering a Sign-On Bonus to those who qualify . FOX Rehabilitation is growing in Glastonbury... ...to older adults right where they live. Whether treating in private residences or within Senior Living Communities, you’ll help...SuggestedBi-weekly payFull timePart timeReliefH1bWork from homeVisa sponsorshipRelocation packageFlexible hours- ...Relationship Banker In Branch Banking You have a passion for helping customers, building relationships, and delivering extraordinary... ...in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results ~...SuggestedImmediate startAfternoon shift
- ...Introduction UniversaCare is seeking a reliable, compassionate caregiver to support a private client in Hartford, CT. This is a consistent weekday role, ideal for a professional caregiver who values routine, enjoys providing attentive personal care, and is committed to...Private clientHourly payWeekday work
- Day Pitney's Private Client Department is seeking an associate with 3 to 4 years of trusts and estates experience to join our nationally recognized, expanding practice in our West Hartford, CT office (we also have an open position for our Stamford, CT office). Ideal candidates...Private clientWork at officeRemote workFlexible hours2 days per week
- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Part time
$25 - $38.46 per hour
Dormont Manufacturing Co is seeking a Private Client Banker in South Windsor, Connecticut. This role focuses on delivering tailored financial solutions and building strong relationships with clients. Successful candidates will have experience in sales, a background in financial...Private clientHourly pay$25 - $38.46 per hour
...Private Client Banker Location: 481 Buckland Road - South Windsor, Connecticut 06074 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private...Private clientHourly payWork experience placementDay shift- ...Quality Talent Group in South Glastonbury, CT, is seeking bankers to join their Consumer, Small, and Business Banking division. The position offers a comprehensive benefits package, including health coverage, 401(k), and career advancement opportunities. Ideal candidates...
$47.52k
...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...their financial needs. As a Private Client Advisor in Chase Wealth Management... ...Employer/Disability/Veterans Base Pay/Salary Hartford, CT $47,520.00 - $47,520.00Private client$38.25k - $59k
...Relationship Banker, Silver Lane, CT Santander is a global leader and innovator in the financial services industry. We believe that our employees... ...customers. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored...Hourly payContract workWork experience placementWork at officeAfternoon shift- JPMorgan Chase & Co. seeks a Private Client Banker in South Glastonbury, Connecticut, to be the primary contact for affluent clients and manage their banking relationships. You will deliver tailored financial advice, solicit referrals, and ensure adherence to banking regulations...Private clientFlexible hours
- ...to a portfolio of mid-market commercial clients. This position sits at the intersection... ...Massachusetts, Guilford Connecticut, or Glastonbury Connecticut offices. Your Impact:... .... Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive...Private clientHourly pay3 days per week1 day per week
$20.67 - $31.25 per hour
...Location: 2510 Main Street - Glastonbury, Connecticut 06033 *This is a Hire Ahead role and will require flexibility to work at... ...people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance...Hourly payWork experience placementDay shift- Day Pitney LLP is seeking an associate in its Private Client Department with 3 to 4 years of experience in trusts and estates to join our West Hartford, CT office. Ideal candidates will have a strong background in high net worth trust and estate planning. The firm offers...Private clientWork at officeRemote work
- BCG Attorney Search is seeking a Private Client International Trusts & Estates Planning Associate in Hartford, CT. The ideal candidate should have at least 4 years of experience in international estate planning for high-net-worth clients, involving cross-border tax planning...Private client
- ...Associate with 3-7 years of experience to join its sophisticated private client practice in its New Haven, Stamford, or Greenwich offices. The... ...team. Required Qualifications JD Years: 2018-2022 Barred in CT An LL.M. in Tax or Estate Planning preferred Domestic and international...Private clientPrivate practice
- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Hartford, CT. The ideal candidate will have a minimum of 5 years of experience in international tax and estate planning,...Private clientRemote work
$65k - $80k
...how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.... ...America) Hours Per Week 40 Pay Transparency details US - CT - Avon - 240 W Main St (CT2113), US - CT - Glastonbury - 211 New London Tpke (CT2174), US - CT - Guilford...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- My client is seeking an Entry-Level Trust Administrator to join a well-established Wealth Management... .../ Family office in the Fairfield County, CT area. This is an excellent opportunity for... ...management, fiduciary services, and private client administration . You’ll gain direct...Private clientInternshipWork at office
- ...Willow Street, Mystic, Connecticut, United States of America We are an award-winning full‑service financial services firm. As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and...Private clientWork at officeImmediate startWork from homeHome office
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a...Private client
$22.61 - $37.67 per hour
...profiles, identifying financial needs, presenting product and service options, onboarding new customers, establishing trust with existing clients, scheduling and holding appointments, preparing for sales interactions, performing customer servicing interactions, adhering to...Hourly pay- ...Private Music Teacher - Musicologie Glastonbury, coming in 2026! You are an expert musician who loves introducing people of all ages to music. You are friendly and warm, a great communicator, and always excited to help your students push through challenges. At Musicologie...Afternoon shift
- Job Overview A law firm seeks a Private Client International Trusts & Estates Planning Associate with a minimum of 4 years of experience in international... ...individuals and companies. This position is based in Hartford, CT. The ideal candidate will have experience in cross-border tax...Private clientWork at officeRemote workOverseas
$200k
...PA) Manchester Memorial Hospital – Greater Hartford, CT Live in West Hartford, Glastonbury, or Farmington We are is seeking an experienced Emergency... ...rated public school systems and access to respected private school options Family-friendly suburban...Live inShift workNight shift$22.61 - $37.67 per hour
...Manufacturing Co is seeking a proactive customer service representative to identify customer needs through sales interactions in Glastonbury, Connecticut. The ideal candidate will assist in onboarding, servicing, and maintaining strong relationships with retail and business...Hourly pay- ...team at Saint Francis Hospital and Medical Center in Hartford, CT. Saint Francis Hospital earned the distinction of a US News and... ...welcoming neighborhoods in which to live, excellent public and private schools, great restaurants, shopping, music, museums and historical...Work at officeShift work
- Financial Advisor - Hartford County, CT page is loaded## Financial Advisor - Hartford County, CTlocations: CT - Hartford: CT - Stamfordtime... ...Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.* Develop and maintain genuine...Local area
- ...Costing PMA Functional Consultant Work Location: ONSITE - Hartford, CT Experience of minimum 23 full lifecycle implementations using... ...Accounting Solution Gathering understanding analyzing client business processes to reengineer design the solution improving operational...
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