Wealth Relationship Banker - Private Client

JPMorgan Chase & Co.; Illinois; On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their complete banking relationship with an advice-based approach and collaborate with specialists to connect clients to experts for specialized financial needs.

You will also promote self-service options, adhere to banking regulations, and build enduring relationships through proactive referrals and exceptional service.

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 regulatory banking requirements (Dodd-Frank/Truth in Lending Act)
• National Mortgage Licensing System (NMLS) registration requirements and related compliance

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
• Makes lives of clients more convenient by enabling self-service options 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

Communication skills

Affluent client experience

Team orientation

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their complete banking relationship with an advice-based approach and collaborate with specialists to connect clients to experts for specialized financial needs.

You will also promote self-service options, adhere to banking regulations, and build enduring relationships through proactive referrals and exceptional service.