Elite Private Client Banker: Wealth & Relationship Expert

Aumni; Frederick (MD); Vor Ort; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. is seeking a Private Client Banker in our Branch Banking network. You will manage affluent clients and a select customer base, delivering education and tailored advice to support their financial goals, while cultivating referrals and external sources for growth.

The role requires an adherence to regulatory standards, a proactive engagement with clients, and teamwork with specialists to provide comprehensive financial solutions.

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 customer relationships and revenue generation.
• Regulatory requirements include Dodd-Frank/Truth in Lending Act qualification and licenses.

Aufgaben

• 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 for specialized financial needs
• Makes lives of clients more convenient by setting up self-service options
• Adheres to policies, procedures, and regulatory banking requirements

Kenntnisse

Relationship building

New client acquisition

Compliance with Dodd-Frank / TILA

Excellent communication skills

Team orientation

Ausbildung

High school diploma or GED

College degree or military equivalent

Jobbeschreibung

JPMorgan Chase & Co. is seeking a Private Client Banker in our Branch Banking network. You will manage affluent clients and a select customer base, delivering education and tailored advice to support their financial goals, while cultivating referrals and external sources for growth.

The role requires an adherence to regulatory standards, a proactive engagement with clients, and teamwork with specialists to provide comprehensive financial solutions.