Wealth Relationship Banker (Private Client)

JPMorganChase; Hayden Lake (ID); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their banking relationships within the branch. You will actively solicit referrals and develop internal and external sources to grow client balances and services.

You will collaborate with specialists to provide tailored financial solutions, while ensuring strict adherence to regulatory requirements and branch hours, including weekends and some evenings.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year branch banking experience with revenue generation.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.
• Licensing requirements include SIE, FINRA 6/7, state licenses, NMLS registration.

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.
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts.
• 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

Communication skills

Cross-functional collaboration

Sales & revenue generation

Customer service oriented

Education

Securities Industry Essentials (SIE) exam

FINRA Series 6/7 licenses

State registrations (63 or 66)

Life licenses

NMLS registration under SAFE Act

High school degree or equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their banking relationships within the branch. You will actively solicit referrals and develop internal and external sources to grow client balances and services.

You will collaborate with specialists to provide tailored financial solutions, while ensuring strict adherence to regulatory requirements and branch hours, including weekends and some evenings.