Wealth Relationship Banker

Next Frontier Capital; Edmond (OK); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

On-site health centers

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their banking relationships with an advice-based approach to growth and education tailored to their financial needs.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, promote self-service access, and ensure compliance with banking regulations.

Qualifications

• Proven success acquiring and deepening client relationships.
• 1+ year branch banking or financial services experience with revenue generation.
• Licensing: SIE, FINRA 6/7 and state registrations or able to complete within 180 days.

Responsibilities

• Advise private client relationships with best products and services.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Promote self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Regulatory compliance

Licensing readiness

Education

High school diploma

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their banking relationships with an advice-based approach to growth and education tailored to their financial needs.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, promote self-service access, and ensure compliance with banking regulations.