Wealth Relationship Banker

JPMorgan Chase; Cameron Park (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their complete banking relationship with an advice-based approach and proactive service.

You will work with Specialists to connect clients to experts, promote self-service options, and meet regulatory requirements; weekend/evening hours may be needed. A solid track record in relationship-based sales and relevant licenses is required.

Qualifications

• Demonstrated ability to acquire and deepen client relationships in a financial services environment.
• Excellent communication and interpersonal skills.
• Experience serving affluent clients or managing high-net-worth relationships.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to meet client needs.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients to experts.
• Facilitates access to self-service options and bank products/services 24/7 access.
• Adheres to all regulatory banking requirements and internal policies.

Skills

Relationship building

Communication skills

Affluent clients

Education

High school diploma

College degree

Military experience

Job description

JPMorgan Chase in the United States seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their complete banking relationship with an advice-based approach and proactive service.

You will work with Specialists to connect clients to experts, promote self-service options, and meet regulatory requirements; weekend/evening hours may be needed. A solid track record in relationship-based sales and relevant licenses is required.