Wealth Relationship Banker (Private Client)

Aumni; Cumming (GA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase in Georgia is seeking a Private Client Banker to manage a select group of affluent clients and other customers in the Branch. You will oversee their complete banking relationship, using a proactive approach to grow balances and acquire new clients through referrals and internal/external sources.

The role emphasizes an advice-based relationship, connecting clients with specialists for tailored financial needs and facilitating 24/7 access via self-service tools.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and related regulatory 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 for specialized financial needs.
• Marries convenience with accessibility by promoting self-service options for 24/7 access to accounts.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Sales experience

Compliance awareness

Communication skills

Education

High school diploma

Job description

JPMorgan Chase in Georgia is seeking a Private Client Banker to manage a select group of affluent clients and other customers in the Branch. You will oversee their complete banking relationship, using a proactive approach to grow balances and acquire new clients through referrals and internal/external sources.

The role emphasizes an advice-based relationship, connecting clients with specialists for tailored financial needs and facilitating 24/7 access via self-service tools.