Wealth Relationship Banker – Private Client

JPMorgan Chase & Co.; Burien (WA); On-site; USD 60,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking. You will be the main contact for a select group of affluent clients, managing their full banking relationships and proactively growing balances. You will solicit referrals and build internal and external sources to acquire new clients.

The role emphasizes an advice-based approach, collaboration with specialists, and promoting self-service options to clients. Weekend and evening hours may be required.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• 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.
• Manages banking relationships with an advice-based approach to deliver best products and services.
• Partners with Specialists to connect customers to experts for specialized needs.
• Facilitates self-service access to accounts 24/7 for client convenience.
• Adheres to all regulatory and internal policies.

Skills

Excellent communication skills

Relationship building with affluent<br

Team orientation

Education

High school degree or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking. You will be the main contact for a select group of affluent clients, managing their full banking relationships and proactively growing balances. You will solicit referrals and build internal and external sources to acquire new clients.

The role emphasizes an advice-based approach, collaboration with specialists, and promoting self-service options to clients. Weekend and evening hours may be required.