Wealth Relationship Banker (Private Client)

JPMorganChase; Vancouver (WA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase in Washington state seeks a Private Client Banker in Branch Banking to serve affluent clients and manage complete banking relationships. You will proactively solicit referrals, collaborate with specialists, and offer education and advice tailored to customers' financial needs.

The role requires licensing within 180 days, strong regulatory compliance, and the ability to work weekends and some evenings in a branch setting.

Qualifications

• Proven ability to acquire and deepen client relationships.
• 1+ year experience in branch banking or equivalent.
• Must complete required licenses within 180 days.
• Compliance with Dodd-Frank and Truth in Lending Act.
• Flexible to work weekends and evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Manages banking relationships with an advice-based approach, ensuring clients receive best products
• Connects clients to specialists for specialized financial needs
• Facilitates access to self-service options 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Banking experience

Licensing exams

Dodd-Frank compliance

High school degree

Regulatory requirements

Shift availability

Education

College degree or military equivalent

Job description

JPMorganChase in Washington state seeks a Private Client Banker in Branch Banking to serve affluent clients and manage complete banking relationships. You will proactively solicit referrals, collaborate with specialists, and offer education and advice tailored to customers' financial needs.

The role requires licensing within 180 days, strong regulatory compliance, and the ability to work weekends and some evenings in a branch setting.