Elite Private Client Banker: Build Wealth & Trusted Advice

JPMorgan Chase & Co.; Somerville (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients and others. You will manage relationships and proactively generate growth with referrals and internal/external sources.

You will work with Specialists to connect clients to experts for complex financial needs and promote self-service options for 24/7 access. Weekend/evening hours may be required.

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.
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act

Responsibilities

• 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

Skills

Relationship building

New client acquisition

Communication skills

Sales mindset

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients and others. You will manage relationships and proactively generate growth with referrals and internal/external sources.

You will work with Specialists to connect clients to experts for complex financial needs and promote self-service options for 24/7 access. Weekend/evening hours may be required.