Affluent Client Banker & Relationship Builder

Testing Site - JPMC

Sinking Spring (Berks County)

On-site

USD 70,000 - 90,000

Full time

14 days+

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Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers in the branch. You will manage their complete banking relationship, using an advice-based approach to generate growth and referrals, partnering with specialists for specialized needs, and promoting 24/7 self-service access.

The role emphasizes compliance with banking regulations, a strong commitment to client service, and the ability to work

Qualifications

High school degree or GED, or foreign equivalent.
SIE exam, FINRA Series 6/7, state registrations (63/66 if required) and Life licenses required or must be completed within 180 days.
Ability to work branch hours, including weekends and some evenings.
Demonstrated success in a value-added, relationship-oriented approach to acquire and deepen client relationships.
Excellent communication skills and a client-focused mindset.

Responsibilities

Shares the value of Chase Private Client with clients that may be eligible.
Actively manages banking relationships through an advice-based approach, ensuring clients receive best products and services.
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.