Elite Private Client Banker

Aumni; Austin (TX); Sur place; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health insurance

Retirement savings plan

Résumé du poste

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their complete banking relationship with an advice-based approach, delivering education and solutions tailored to their financial needs.

Collaborating with Private Client Advisors, Mortgage Bankers and Business Relationship Managers, you will help clients access self-service options and stay compliant with all policies.

Qualifications

• Experience in branch banking with client revenue generation.
• 1+ year banking banker or equivalent experience.
• SIE exam and FINRA licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work branch hours, including weekends/evenings.

Responsabilités

• Share the value of Chase Private Client with eligible clients.
• Actively manages banking relationships with an advice-based approach.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.
• Promote self-service access and 24/7 account access for clients.
• Adhere to all policies and regulatory banking requirements.

Connaissances

Relationship-building

New client acquisition

SIE exam

FINRA licenses

Compliance knowledge

High school diploma

Weekend/evening hours

Formation

High school diploma or GED

College degree

Description du poste

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their complete banking relationship with an advice-based approach, delivering education and solutions tailored to their financial needs.

Collaborating with Private Client Advisors, Mortgage Bankers and Business Relationship Managers, you will help clients access self-service options and stay compliant with all policies.