Wealth Client Relationship Banker

JPMorgan Chase & Co.; Fort Dodge (IA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others in the branch. You will manage the full banking relationship, using an advice-based approach to ensure clients receive the best products and services for their needs.

The role emphasizes developing new client referrals, collaborating with Specialists, and facilitating 24/7 self-service access, while complying with banking regulations.

Qualifications

• 1+ year in branch banking or financial services with proven client acquisition and relationship growth.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• NMLS registration under the SAFE Act; must register/update on start date and renewals.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with an advice-based approach to provide best-fit products and services.
• Partner with Specialists to connect clients with experts for specialized needs.
• Facilitate client convenience by promoting self-service access 24/7.
• Adhere to all policies, procedures, and regulatory banking requirements.

Skills

Excellent communication

Relationship management

Affluent client experience

Education

High school degree or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others in the branch. You will manage the full banking relationship, using an advice-based approach to ensure clients receive the best products and services for their needs.

The role emphasizes developing new client referrals, collaborating with Specialists, and facilitating 24/7 self-service access, while complying with banking regulations.