Wealth Relationship Banker

Fairygodboss; Benton (AR); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their banking relationship, offering education and advice tailored to financial needs.

The role emphasizes relationship-based sales, cross-team collaboration with specialists, and adherence to regulatory requirements, with opportunities for referrals and growth across Chase offerings.

Qualifications

• Relationship-based client acquisition and revenue generation
• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE/Series 6/7 and Life licenses required or to be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• NMLS registration required and compliance with SAFE Act
• Ability to work branch hours including weekends/evenings

Responsibilities

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

Skills

Communication skills

Relationship building

Team orientation

Education

College degree or military equivalent

High school degree or GED

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their banking relationship, offering education and advice tailored to financial needs.

The role emphasizes relationship-based sales, cross-team collaboration with specialists, and adherence to regulatory requirements, with opportunities for referrals and growth across Chase offerings.