Wealth Relationship Banker

JP Morgan Chase; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to act as the main point of contact for a select group of affluent clients. You will manage their complete banking relationships, proactively soliciting referrals and coordinating with specialists to meet client needs.

The role requires relationship-building, adherence to regulatory requirements, and the ability to work flexible branch hours, including weekends and some evenings.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Excellent communication skills and ability to build trust with clients.
• Strong teamwork orientation and collaboration with specialists to serve clients.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages clients' banking relationships with an advice-based approach to meet their financial needs.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients to experts.
• Facilitates access to self-service options and educates clients on 24/7 access to accounts.
• Adheres to banking policies, procedures and regulatory requirements.

Skills

Relationship building

Communication skills

Team orientation

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to act as the main point of contact for a select group of affluent clients. You will manage their complete banking relationships, proactively soliciting referrals and coordinating with specialists to meet client needs.

The role requires relationship-building, adherence to regulatory requirements, and the ability to work flexible branch hours, including weekends and some evenings.