Wealth Relationship Banker

Testing Site - JPMC; Florida; On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Florida is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their banking relationships with education and advice tailored to suit their financial needs. You will work with specialists to connect customers to experts, promote self-service options, and ensure compliance with banking regulations.

The role requires excellent communication, relationship-building, and a willingness to work weekends.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Client acquisition

Communication

Regulatory compliance

Education

High school diploma or GED

Tools

NMLS registration

Job description

JPMorgan Chase in Florida is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their banking relationships with education and advice tailored to suit their financial needs. You will work with specialists to connect customers to experts, promote self-service options, and ensure compliance with banking regulations.

The role requires excellent communication, relationship-building, and a willingness to work weekends.