Wealth & Relationship Banker for Affluent Clients

JP Morgan Chase; Michigan; On-site; USD 45,000 - 75,000; Full time

Job summary

JP Morgan Chase in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationships with a proactive, education-focused approach. You will cultivate trust by offering tailored financial education and advice, helping clients optimize their money and reach their life goals.

You will collaborate with Specialists to connect clients to mortgage, investment and business experts, actively solicit referrals,

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required within 180 days of starting
• Compliance with Dodd-Frank/Truth in Lending Act
• High school diploma, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Customer service

Sales skills

Communication

Regulatory knowledge

Education

High school diploma or equivalent

Job description

JP Morgan Chase in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationships with a proactive, education-focused approach. You will cultivate trust by offering tailored financial education and advice, helping clients optimize their money and reach their life goals.

You will collaborate with Specialists to connect clients to mortgage, investment and business experts, actively solicit referrals,