Affluent Client Relationship Banker

JPMorgan Chase & Co.; Wichita (KS); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in Wichita seeks a Private Client Banker to manage a select group of affluent clients and other customers in the Branch. You will drive growth by proactively expanding relationships and partnering with Specialists to meet complex financial needs.

You will guide clients through education and advisory support, ensuring access to the right products, services, and self-service options. This role requires compliance with regulatory standards and branch hours, including some

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.
• SIE exam and FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsabilités

• 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 who can help them with specialized financial needs
• 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

Connaissances

Relationship management

Financial services sales

Client acquisition

Regulatory compliance

Communication skills

Formation

High school diploma

College degree

GED

Description du poste

JPMorgan Chase & Co. in Wichita seeks a Private Client Banker to manage a select group of affluent clients and other customers in the Branch. You will drive growth by proactively expanding relationships and partnering with Specialists to meet complex financial needs.

You will guide clients through education and advisory support, ensuring access to the right products, services, and self-service options. This role requires compliance with regulatory standards and branch hours, including some