Wealth Client Relationship Banker

JPMorgan Chase & Co.

Wichita (KS)

On-site

USD 60,000 - 80,000

Full time

4 days ago
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Job summary

JPMorgan Chase & Co. in Wichita, KS seeks a Private Client Banker to manage the banking relationships of affluent clients and other customers in the Branch. You will work with specialists to connect clients to experts and promote self-service options for around-the-clock access.

The role requires a value-driven, relationship-based approach, with a focus on growth through new client acquisition while maintaining strong regulatory compliance. Weekend and some evenings hours are expected.

Qualifications

  • 1+ year Branch Banking Banker or equivalent experience in financial services
  • SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses within 180 days
  • Compliance with Dodd Frank/Truth in Lending Act

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
  • 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

Skills

Relationship building
Excellent communication
Sales and client acquisition
Customer service

Education

High school diploma or GED
College degree

Job description

JPMorgan Chase & Co. in Wichita, KS seeks a Private Client Banker to manage the banking relationships of affluent clients and other customers in the Branch. You will work with specialists to connect clients to experts and promote self-service options for around-the-clock access.

The role requires a value-driven, relationship-based approach, with a focus on growth through new client acquisition while maintaining strong regulatory compliance. Weekend and some evenings hours are expected.

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