Elite Private Client Banker: Trusted Relationship Architect

Fairygodboss; Hudson (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and other customers, managing their complete banking relationships with a proactive, education-focused approach to help them make the most of their money.

You will acquire new clients, solicit referrals, and collaborate with Specialists to connect clients with experts for tailored financial needs, while promoting self-service options and ensuring regulatory compliance.

Qualifications

• Demonstrated success using a relationship-based approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience with revenue generation and new client acquisition.
• SIE exam and FINRA licenses required or completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree or GED or foreign equivalent.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Actively manages banking relationships with advice-based approach and best-fit products.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients to experts.
• Promote self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales

Financial services

Regulatory compliance

Customer service

SIE/FINRA knowledge

Time management

Communication

Branch banking

Education

High school diploma

Bachelor's degree or military equivalent

Tools

NMLS

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and other customers, managing their complete banking relationships with a proactive, education-focused approach to help them make the most of their money.

You will acquire new clients, solicit referrals, and collaborate with Specialists to connect clients with experts for tailored financial needs, while promoting self-service options and ensuring regulatory compliance.