Elite Private Client Banker

JP Morgan Chase; New York (NY); Vor Ort; USD 65.000 - 110.000; Vollzeit

Zusammenfassung

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and a broader branch clientele. You will manage banking relationships using an advice-based approach, promoting appropriate products and services and generating growth in client balances.

You will collaborate with Specialists to connect clients to experts and help them access self-service options 24 hours a day, seven days a week while complying with regulatory requirements.

Qualifikationen

• 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 revenue growth.
• Beginning Oct. 1, 2018, if you are not registered, SIE exam, FINRA 6/7, state registrations and Life licenses required or within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Aufgaben

• Shares the value of Chase Private Client with eligible clients.
• Manages clients' banking relationships with an advice-based approach to optimize products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Sets up self-service options to access accounts 24/7 for client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Kenntnisse

Relationship building

Financial services sales

New client acquisition

Regulatory compliance

Customer service

Ausbildung

High school diploma or GED

College degree or military equivalent

Jobbeschreibung

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and a broader branch clientele. You will manage banking relationships using an advice-based approach, promoting appropriate products and services and generating growth in client balances.

You will collaborate with Specialists to connect clients to experts and help them access self-service options 24 hours a day, seven days a week while complying with regulatory requirements.