Wealth Relationship Banker

Aumni; Covington (KY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their banking relationships.

You will collaborate with specialists to offer tailored financial solutions, promote self-service options, and ensure adherence to regulatory requirements. This role requires excellent communication and a client-focused, relationship-driven approach, with flexibility to work weekends and evenings at a branch.

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 measurable revenue generation.
• Comply with Dodd-Frank/Truth in Lending Act requirements and regulatory standards.

Responsibilities

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

Skills

Relationship-building

New client acquisition

Regulatory compliance

Communication skills

Weekend/evening availability

Education

High school degree

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their banking relationships.

You will collaborate with specialists to offer tailored financial solutions, promote self-service options, and ensure adherence to regulatory requirements. This role requires excellent communication and a client-focused, relationship-driven approach, with flexibility to work weekends and evenings at a branch.