Wealth Relationship Banker (Private Client)

JPMorgan Chase & Co.; Washington (District of Columbia); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve an affluent client base and broader customer group.

You will manage complete banking relationships with a proactive approach, offering tailored education and advice to help clients grow their balances and meet financial goals. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with the right experts.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam/FINRA Series 6/7 and state registrations or must be completed within 180 days
• Dodd-Frank/Truth in Lending Act compliance
• NMLS registration (SAFE Act) required after start date
• High school diploma or GED or foreign equivalent

Responsibilities

• Manage banking relationships and provide education and advice tailored to client needs
• Actively solicits referrals and develops internal/external sources
• Collaborate with Specialists to connect clients with experts for specialized needs
• Promote self-service options to access accounts 24/7
• Adhere to banking policies and regulatory requirements

Skills

Relationship building

Client acquisition

Regulatory compliance

Communication skills

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve an affluent client base and broader customer group.

You will manage complete banking relationships with a proactive approach, offering tailored education and advice to help clients grow their balances and meet financial goals. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with the right experts.