Wealth Relationship Banker

JPMorgan Chase; Cornelius (NC); On-site; USD 54,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage an affluent client group, offering tailored education and advisory services while building lasting relationships. The role emphasizes proactive relationship management, cross-selling of bank products, and collaboration with specialists to meet clients’ financial needs.

Responsibilities include soliciting referrals, maintaining compliant banking practices, and ensuring convenient access to accounts through self-service

Qualifications

• Demonstrated success in acquiring and growing client relationships.
• Ability to manage a banking relationship with a proactive, advisory approach.
• Strong communication and regulatory compliance skills.

Responsibilities

• Actively manages the banking relationship for Private Client clients.
• Solicits referrals and develops internal/external sources to acquire new clients.
• Connects customers to subject-matter experts for specialized financial needs.
• Promotes self-service options to provide convenient access to accounts 24/7.
• Adheres to bank policies, procedures, and regulatory requirements.

Skills

Relationship-building

New client acquisition

Communication

Compliance

Education

High school diploma

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage an affluent client group, offering tailored education and advisory services while building lasting relationships. The role emphasizes proactive relationship management, cross-selling of bank products, and collaboration with specialists to meet clients’ financial needs.

Responsibilities include soliciting referrals, maintaining compliant banking practices, and ensuring convenient access to accounts through self-service