Wealth Relationship Banker

Aumni; Montgomery (AL); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in our branch network to serve a select group of affluent clients and customers.

You will manage the full banking relationship with an advice-based approach and actively solicit referrals to grow client balances. You will collaborate with Specialists to connect clients with mortgage bankers, advisors, and other experts, while promoting self-service tools across channels.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services with success in new client acquisition and revenue growth
• SIE, FINRA Series 6/7 and Life licenses needed or must be completed within 180 days of start
• Compliance with Dodd-Frank/Truth in Lending Act requirements

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages banking relationships with an advice-based approach to offer best-fit products
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts
• Facilitates self-service options for clients available 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Client servicing

Regulatory compliance

Career growth mindset

Communication skills

Team orientation

Education

High school diploma or equivalent

Bachelor's degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in our branch network to serve a select group of affluent clients and customers.

You will manage the full banking relationship with an advice-based approach and actively solicit referrals to grow client balances. You will collaborate with Specialists to connect clients with mortgage bankers, advisors, and other experts, while promoting self-service tools across channels.