Wealth Relationship Banker

JPMorgan Chase & Co.; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to be the main point of contact for Chase’s affluent clients and other customers in the Branch.

You will manage their complete banking relationship with an advice-based approach, generating growth in balances and connecting clients to specialists. The role requires relationship-building, 1+ year branch banking experience, and compliance with financial regulations, including SIE/FINRA licensing as

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• Minimum 1 year experience in branch banking or financial services.
• SIE/FINRA 6/7 and state registrations required (or to be completed).
• Compliance with Dodd-Frank and Truth in Lending Act.
• Ability to work branch hours including weekends/evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Facilitates self-service access for clients 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance

Sales / revenue generation

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to be the main point of contact for Chase’s affluent clients and other customers in the Branch.

You will manage their complete banking relationship with an advice-based approach, generating growth in balances and connecting clients to specialists. The role requires relationship-building, 1+ year branch banking experience, and compliance with financial regulations, including SIE/FINRA licensing as