Wealth Relationship Banker

JPMorganChase; Princeton (NJ); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage relationships for affluent clients and other customers within the branch. You will drive growth by delivering personalized financial guidance, referrals, and proactive service across Chase products.

You will collaborate with specialists to offer tailored solutions, educate clients on self-service options, and ensure compliance with all regulatory requirements while maintaining a strong commitment to diversity and

Qualifications

• 1+ year branch banking experience with client acquisition and relationship growth
• SIE exam and FINRA Series 6/7 and state licenses required or must complete 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 eligible clients
• Manages client banking relationships with an advice-based approach
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts
• Sets up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

Customer service

Sales/referrals

Communication

Education

High school diploma or GED

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage relationships for affluent clients and other customers within the branch. You will drive growth by delivering personalized financial guidance, referrals, and proactive service across Chase products.

You will collaborate with specialists to offer tailored solutions, educate clients on self-service options, and ensure compliance with all regulatory requirements while maintaining a strong commitment to diversity and