Wealth Relationship Banker for Private Clients

Next Frontier Capital; Seattle (WA); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Seattle is seeking a Private Client Banker to manage affluent client relationships in-branch, providing education and advice tailored to financial needs and helping clients grow their balances.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts who can assist in specialized financial areas while promoting self-service access and compliance with all banking regulations.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam, FINRA Series 6/7 and state licenses (63/66 if required) within 180 days of starting
• Compliance with Dodd Frank/Truth in Lending Act
• NMLS registration under the SAFE Act of 2008 required upon employment
• High school degree, GED, or foreign equivalent

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages banking relationships with an advice-based approach for best products and services
• Partners with Specialists to connect clients to experts for specialized needs
• Promotes self-service options for 24/7 access to accounts
• Adheres to banking policies, procedures, and regulatory requirements

Skills

Relationship-building

New client acquisition

Account management

Communication skills

Sales experience

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Seattle is seeking a Private Client Banker to manage affluent client relationships in-branch, providing education and advice tailored to financial needs and helping clients grow their balances.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts who can assist in specialized financial areas while promoting self-service access and compliance with all banking regulations.