Wealth Relationship Banker

JP Morgan Chase; Springfield Meadows (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

JP Morgan Chase in California seeks a Private Client Banker in Branch Banking to be the primary contact for affluent clients, managing their full banking relationship with an advice-based approach and tailored financial solutions.

You will work with specialists to connect clients to experts, offer self-service tools, and ensure compliance with banking regulations while growing client balances.

Qualifications

• 1+ year of branch banking experience with proven client acquisition and revenue growth.
• SIE exam, FINRA Series 6/7 and state registrations required or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and evenings.

Responsibilities

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

Skills

Relationship building

Sales & revenue generation

Customer service

Communication skills

Regulatory compliance

Education

High school diploma

Job description

JP Morgan Chase in California seeks a Private Client Banker in Branch Banking to be the primary contact for affluent clients, managing their full banking relationship with an advice-based approach and tailored financial solutions.

You will work with specialists to connect clients to experts, offer self-service tools, and ensure compliance with banking regulations while growing client balances.