Wealth Relationship Banker

JPMorgan Chase & Co.; Carlsbad (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, building lasting relationships and delivering personalized banking advice.

You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure compliance with regulatory requirements, including Dodd-Frank and NMLS considerations.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• 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 who can help them with specialized financial needs.
• 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

Sales experience

Financial services

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in California seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, building lasting relationships and delivering personalized banking advice.

You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure compliance with regulatory requirements, including Dodd-Frank and NMLS considerations.