Wealth Relationship Banker

Aumni; Lake Worth (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and customers in the branch. You will manage their banking relationship with an advice-based approach and connect them to experts for specialized needs.

You will help clients access self-service options, ensure compliance with banking regulations, and work flexible hours including weekends. The role emphasizes building trust, delivering education, and contributing to the firm’s

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services with verifiable success in new client acquisition and revenue generation
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• Ability to work branch hours, including weekends and some evenings

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 for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

Client acquisition

Communication skills

Licensing knowledge

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and customers in the branch. You will manage their banking relationship with an advice-based approach and connect them to experts for specialized needs.

You will help clients access self-service options, ensure compliance with banking regulations, and work flexible hours including weekends. The role emphasizes building trust, delivering education, and contributing to the firm’s