Affluent Private Client Banker — Relationship Growth

JP Morgan Chase; Chesterfield Court House (VA); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

JP Morgan Chase in the United States seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers. You will manage their full banking relationship with a proactive, growth-oriented approach, soliciting referrals and building internal and external networks.

The role emphasizes delivering tailored education and advice to meet financial needs while maintaining adherence to regulations and company policies.

Formación

• 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.
• SIE exam and FINRA Series 6/7 (and state registrations) or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Adherence to banking policies, procedures, and regulatory requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsabilidades

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to offer best-fit products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to all applicable policies, procedures, and regulatory requirements.

Conocimientos

Relationship-building

Client acquisition

Sales-driven

Communication skills

Time management

Regulatory compliance

Customer service

Educación

High school diploma or GED

College degree or military equivalent

Descripción del empleo

JP Morgan Chase in the United States seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers. You will manage their full banking relationship with a proactive, growth-oriented approach, soliciting referrals and building internal and external networks.

The role emphasizes delivering tailored education and advice to meet financial needs while maintaining adherence to regulations and company policies.