Private Client Banker: Wealth Advisor

JPMorgan Chase & Co.; Medina (OH); On-site; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Medina, OH is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, manage their banking relationships, and provide education and guidance to help them make the most of their money.

You will partner with specialists to connect clients to experts, expand referrals, and offer convenient self-service access while abiding by regulatory requirements and branch hours.

Qualifications

• Must demonstrate success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year branch banking or equivalent experience in financial services with revenue generation.
• Compliance with banking regulations and license requirements where applicable.

Responsibilities

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

Skills

Relationship management

New client acquisition

Regulatory compliance

Banking knowledge

Education

High school diploma

Job description

JPMorgan Chase & Co. in Medina, OH is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, manage their banking relationships, and provide education and guidance to help them make the most of their money.

You will partner with specialists to connect clients to experts, expand referrals, and offer convenient self-service access while abiding by regulatory requirements and branch hours.