Wealth Relationship Banker

Aumni; Saint Paul (MN); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorgan Chase & Co. in Minnesota seeks a Private Client Banker to be the main point of contact for affluent clients and other customers in the Branch.

You will manage their banking relationship with an advisory approach and help them access products and services that fit their needs. You will partner with Specialists to connect clients to experts, encourage ongoing self-service use, and ensure compliance with regulatory requirements.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• National Mortgage Licensing System (NMLS) registration compliance may be required.
• High school diploma or equivalent.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to provide best-fit products and services.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Makes clients' lives easier by promoting self-service options for 24/7 access.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Sales experience

Financial services knowledge

Regulatory compliance

Customer service

Education

High school diploma

Job description

JPMorgan Chase & Co. in Minnesota seeks a Private Client Banker to be the main point of contact for affluent clients and other customers in the Branch.

You will manage their banking relationship with an advisory approach and help them access products and services that fit their needs. You will partner with Specialists to connect clients to experts, encourage ongoing self-service use, and ensure compliance with regulatory requirements.