Wealth Relationship Banker

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their complete banking relationship, proactively growing balances and acquiring new clients through referrals and internal/external sources. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and provide personalized financial solutions, while offering

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.
• SIE exam and FINRA Series 6/7 and state registration required or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree or GED or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages clients' banking relationship with an advice-based approach to provide best-fit products and services.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Sets up self-service options to access accounts 24/7 for client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales experience

Financial services knowledge

Communication skills

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their complete banking relationship, proactively growing balances and acquiring new clients through referrals and internal/external sources. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and provide personalized financial solutions, while offering