Affluent Client Relationship Banker

JPMorganChase; Springfield (MO); On-site; USD 50,000 - 75,000; Full time

Job summary

JPMorgan Chase in Springfield, MO is seeking a Private Client Banker in Branch Banking to manage affluent clients' full banking relationships. You will actively grow balances through an advisory-based approach and referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists, while promoting self-service options and complying with banking regulations.

Qualifications

• Experience acquiring and deepening client relationships in financial services.
• Minimum 1+ year in branch banking with success in new client acquisition.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree or GED or foreign equivalent.
• Willingness to work branch hours including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages clients' banking relationship with an advisory-based approach.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.
• Facilitates access to self-service options for clients 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Excellent communication

Team orientation

Education

High school degree or GED

College degree

Job description

JPMorgan Chase in Springfield, MO is seeking a Private Client Banker in Branch Banking to manage affluent clients' full banking relationships. You will actively grow balances through an advisory-based approach and referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists, while promoting self-service options and complying with banking regulations.