Wealth Relationship Banker

Fairygodboss; Saint Augustine (FL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Financial coaching

Job summary

JPMorganChase in the United States is seeking a Private Client Banker to serve a select group of affluent clients and broader branch customers. You will manage the full banking relationship with a proactive, advisory approach, helping clients access the right products and services and driving growth in their balances.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and resources.

Qualifications

• Established track record of acquiring and deepening client relationships.
• Experience in financial services with a focus on banking products and services.
• Knowledge of regulatory requirements including Dodd-Frank and Truth in Lending Act.

Responsibilities

• Shares the value of Chase Private Client and connects clients to suitable products and services.
• Manages client relationships with an advisory, relationship-based approach to grow balances.
• Collaborates with Specialists to address specialized financial needs.
• Educates clients on self-service options for 24/7 access to accounts.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance knowledge

Strong communication

Multi-tasking

Education

High school diploma or GED

Job description

JPMorganChase in the United States is seeking a Private Client Banker to serve a select group of affluent clients and broader branch customers. You will manage the full banking relationship with a proactive, advisory approach, helping clients access the right products and services and driving growth in their balances.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and resources.