Wealth Relationship Banker

JPMorganChase; Bartow (FL); On-site; USD 65,000 - 120,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker to deliver exceptional hospitality and financial guidance to affluent clients within a Chase Branch. You will manage complete banking relationships, promote tech tools, and drive growth through referrals while upholding regulatory standards.

You will be expected to obtain required licenses within 180 days and to work branch hours including weekends and some evenings, as part of a proactive client service approach.

Qualifications

• High school diploma or GED required; professional licenses as noted.
• 1+ year branch banking or financial services sales experience with revenue success.
• Licensing: SIE, FINRA Series 6, state registration; Life licenses by hire date.
• Licenses to be obtained within 180 days of hire per JPMorganChase program.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage banking relationships using an advice-based approach.
• Advise on products and services to meet financial needs.
• Promote technology solutions like Chase Mobile App and Chase.com.
• Collaborate with team of experts for specialized needs.
• Adhere to policies and regulatory requirements.

Skills

Relationship-building

Client communication

Sales experience

Problem-solving

Attention to detail

Education

High school diploma or GED

Tools

NMLS system

CRM system

Chase Mobile App

Job description

JPMorganChase is seeking a Private Client Banker to deliver exceptional hospitality and financial guidance to affluent clients within a Chase Branch. You will manage complete banking relationships, promote tech tools, and drive growth through referrals while upholding regulatory standards.

You will be expected to obtain required licenses within 180 days and to work branch hours including weekends and some evenings, as part of a proactive client service approach.