Wealth Relationship Banker

JPMorgan Chase & Co.; Charleston (WV); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive, advice-based approach.

You will collaborate with Specialists to connect clients to experts and help them access self-service options, making everyday banking easier while ensuring regulatory compliance and quality service.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7 or must complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma or GED or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach.
• Partners with Specialists to connect customers to experts.
• Makes lives of clients more convenient by sharing self-service options to access accounts 24/7/365.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Client acquisition

Communication skills

Sales awareness

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive, advice-based approach.

You will collaborate with Specialists to connect clients to experts and help them access self-service options, making everyday banking easier while ensuring regulatory compliance and quality service.