Wealth Relationship Banker

Testing Site - JPMC; Kansas City (MO); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage the banking relationship of an affluent client base. You will drive growth by offering tailored financial education and advice, while maintaining top-tier service and attentive relationship management.

The role requires licensing (SIE/Series 6/7, Life) or completion within 180 days, compliance with banking regulations, and flexibility to work weekends and evenings.

Formación

• 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 new client acquisition, cultivating, and maintaining customer relationships and revenue generation.

Responsabilidades

• 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) 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.

Conocimientos

Relationship building

New client acquisition

Communication

Team orientation

Educación

High school diploma or GED

College degree preferred

Descripción del empleo

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage the banking relationship of an affluent client base. You will drive growth by offering tailored financial education and advice, while maintaining top-tier service and attentive relationship management.

The role requires licensing (SIE/Series 6/7, Life) or completion within 180 days, compliance with banking regulations, and flexibility to work weekends and evenings.