Wealth Relationship Banker

Next Frontier Capital; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking who serves as the primary contact for Chase's affluent clients and a broader customer base in the branch.

You will manage their banking relationship with an advice-based approach and help clients access tailored products and services. You will collaborate with Specialists to connect clients to experts for specialized needs, promote self-service options, and ensure compliance with applicable policies and regulatory

Qualifications

• 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 revenue generation.
• Completion of SIE exam and FINRA Series 6/7 / state registrations within required timelines.
• 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.
• Manages client relationships through an advice-based approach, ensuring best products and services.
• Partners with Specialists to connect customers to experts for specialized needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Advisory approach

Regulatory compliance

Communication skills

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking who serves as the primary contact for Chase's affluent clients and a broader customer base in the branch.

You will manage their banking relationship with an advice-based approach and help clients access tailored products and services. You will collaborate with Specialists to connect clients to experts for specialized needs, promote self-service options, and ensure compliance with applicable policies and regulatory