Wealth Relationship Banker

Next Frontier Capital; Colorado; On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent clients' banking relationships and drive growth. You will provide education and tailored advice, leveraging a proactive, relationship-oriented approach.

You will partner with specialists to connect clients to mortgage, investment, and business experts, while promoting 24/7 self-service access and compliant practices.

Qualifications

• 1+ year branch banking experience with new client acquisition.
• SIE exam, FINRA Series 6/7, state registrations or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.
• High school diploma or GED required.

Responsibilities

• Manage client relationships using an advice-based approach.
• Coordinate with specialists to connect clients to experts.
• Promote self-service options for 24/7 access.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance knowledge

Banking product knowledge

Education

High school diploma

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent clients' banking relationships and drive growth. You will provide education and tailored advice, leveraging a proactive, relationship-oriented approach.

You will partner with specialists to connect clients to mortgage, investment, and business experts, while promoting 24/7 self-service access and compliant practices.