Wealth Relationship Banker

JPMorgan Chase & Co.; Spartanburg (SC); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients in Spartanburg, SC.

You will manage their full banking relationship with an advisor approach to grow balances and deliver tailored education and advice. You will collaborate with Specialists to connect clients to experts, promote convenient self-service options, and ensure compliance with banking regulations.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7 and state registration (63/66 if required) or must complete within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages clients' banking relationships with an advice-based approach; ensures optimal products and services.
• Partners with Specialists to connect clients with experts for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales experience

Communication skills

Team oriented

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients in Spartanburg, SC.

You will manage their full banking relationship with an advisor approach to grow balances and deliver tailored education and advice. You will collaborate with Specialists to connect clients to experts, promote convenient self-service options, and ensure compliance with banking regulations.