Wealth Relationship Banker

Fairygodboss; South Burlington (VT); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage affluent clients and a broad banking relationship, offering education and advice tailored to their financial needs.

You will work with Specialists to connect clients to experts and promote self-service options, while adhering to regulatory requirements and internal policies. This full-time branch role emphasizes relationship-building and client acquisition.

Qualifications

• Proven ability to acquire and deepen client relationships
• Experience in financial services with revenue generation
• Compliance with Dodd-Frank/Truth in Lending Act requirements
• High school degree or equivalent
• Ability to work branch hours, including weekends/evenings

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages banking relationships with an advisory approach to optimize products/services
• Coordinates with Private Client Advisors, Mortgage Bankers and Business Relationship Managers for specialized needs
• Promotes self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

New client acquisition

Sales abilities

Customer service

Compliance knowledge

Education

High school diploma or GED

FINRA licenses (6/7)

SIE exam

State registrations (63/66)

Life license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage affluent clients and a broad banking relationship, offering education and advice tailored to their financial needs.

You will work with Specialists to connect clients to experts and promote self-service options, while adhering to regulatory requirements and internal policies. This full-time branch role emphasizes relationship-building and client acquisition.