Wealth Relationship Banker

JPMorganChase; Dover (DE); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase in Delaware is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship across the firm. You will build trust through an advisory approach, helping clients access education and advice tailored to their financial needs, and work with specialists to meet complex requirements.

Weekend and some evenings are required.

Qualifications

• Must have securities licenses (SIE, Series 6/7) and state registrations within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.
• Strong communication and relationship-building skills.

Responsibilities

• Develop and manage the banking relationships for a select group of Private Client clients.
• Proactively solicit referrals and grow client balances across products.
• Collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts.
• Present self-service options to clients to improve account access 24/7.

Skills

Relationship management

Sales/referrals

Customer service

Financial product knowledge

Education

High school diploma or GED

FINRA/SIE and securities licenses

Job description

JPMorgan Chase in Delaware is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship across the firm. You will build trust through an advisory approach, helping clients access education and advice tailored to their financial needs, and work with specialists to meet complex requirements.

Weekend and some evenings are required.