Wealth Relationship Banker

JPMorgan Chase & Co.; Palm Bay (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Palm Bay, FL, seeks a Private Client Banker in Branch Banking to serve affluent clients with a proactive, advice-based approach and to grow their banking relationships.

You will collaborate with Specialists to connect clients to experts, guide them to self-service options, and maintain compliance with banking regulations while delivering education on financial products. Strong communication and a client-centric mindset are essential, with a track record of new business

Qualifications

• Experience building client relationships and acquiring new clients.
• Strong communication and interpersonal skills.
• Ability to work with affluent clients and understand financial needs.
• Adherence to banking policies and regulatory requirements.

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

New client acquisition

Communication skills

Team collaboration

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Palm Bay, FL, seeks a Private Client Banker in Branch Banking to serve affluent clients with a proactive, advice-based approach and to grow their banking relationships.

You will collaborate with Specialists to connect clients to experts, guide them to self-service options, and maintain compliance with banking regulations while delivering education on financial products. Strong communication and a client-centric mindset are essential, with a track record of new business