Wealth Relationship Banker

JPMorgan Chase & Co.; Saint Petersburg (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Florida is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their banking relationship proactively, offering education and advice tailored to their financial needs. You will partner with specialists to connect clients to experts for specialized financial needs, help clients navigate self-service options around the clock, and ensure adherence to regulatory requirements and internal policies.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year banking or financial services experience with revenue generation.
• SIE exam and FINRA Series 6/7 or state licenses must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Adherence to banking policies and regulatory requirements.

Responsibilities

• Actively manages banking relationships with an advice-based approach.
• Connect clients to specialists for specialized financial needs.
• Promote self-service options for 24/7 access.
• Adhere to policies, procedures, and regulatory banking requirements.
• Seek referrals and new client opportunities.

Skills

Relationship building

Client acquisition

Financial services

Communication

Sales mindset

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Florida is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their banking relationship proactively, offering education and advice tailored to their financial needs. You will partner with specialists to connect clients to experts for specialized financial needs, help clients navigate self-service options around the clock, and ensure adherence to regulatory requirements and internal policies.