Wealth Client Banking Advisor

Aumni; Kansas; On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Kansas is seeking a Private Client Banker to manage a select group of affluent clients in Branch Banking, building lasting relationships and delivering education and advice tailored to meet financial needs.

You will actively solicit referrals, collaborate with specialists, and drive growth in client balances while ensuring accessibility to accounts through self-service options. Weekend/evening hours may be required.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year Branch Banking experience with verifiable success in acquiring and maintaining clients and revenue
• Compliance with Dodd-Frank/Truth in Lending Act requirements
• National Mortgage Licensing System/SAFE Act registration requirements discussed and adhered to

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages client banking relationships with an advice-based approach to offer best products and services
• Partners with Specialists to connect clients to experts for complex needs
• Facilitates self-service options for 24/7 access to accounts
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Communication skills

Sales/acquisition

Regulatory knowledge

Education

High school degree or equivalent

Job description

JPMorgan Chase & Co. in Kansas is seeking a Private Client Banker to manage a select group of affluent clients in Branch Banking, building lasting relationships and delivering education and advice tailored to meet financial needs.

You will actively solicit referrals, collaborate with specialists, and drive growth in client balances while ensuring accessibility to accounts through self-service options. Weekend/evening hours may be required.