Wealth Relationship Banker

Aumni; Enfield (CT); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship, using a proactive, education-focused approach to grow balances and acquisition through referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists for tailored financial solutions, while promoting self-service access 24/7.

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 verifiable success in acquiring and maintaining clients and revenue.
• Must complete or be registered for SIE, FINRA Series 6/7, and state licenses within 180 days where required.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma, GED, or foreign equivalent.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage clients' banking relationships with an advice-based approach and offer best-fit products and services.
• Collaborate with Specialists to connect clients to experts for specialized financial needs.
• Provide convenient access to self-service options for clients 24/7.
• Adhere to all policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship, using a proactive, education-focused approach to grow balances and acquisition through referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists for tailored financial solutions, while promoting self-service access 24/7.