Elite Private Client Banking Advisor

JPMorganChase; Derwood (MD); Presencial; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health care coverage

On-site health and wellness centers

Tuition reimbursement

Mental health support

Retirement savings plan

Descripción de la vacante

JPMorganChase's Chase Branch is seeking a Private Client Banker to deliver exceptional service to affluent clients while growing relationships. You will advise on banking solutions, leverage digital tools, and coordinate with specialists.

The role requires sales experience, strong communication, compliance with regulatory requirements, and flexibility to work weekends/evenings. A high school diploma is required; licenses must be obtained within 180 days.

Formación

• Demonstrated success acquiring and deepening client relationships.
• 1+ year branch banking or equivalent financial services sales experience.
• Ability to create memorable experiences for clients.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues quickly with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree or GED required.
• SIE, FINRA Series 6, state registration, and Life licenses; obtain within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsabilidades

• Put clients first and exceed their expectations with friendly service.
• Actively manage clients' banking relationships with an advisory approach.
• Communicate clearly to understand needs and build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to specialists as needed.
• Adhere to policies, procedures and regulatory requirements.

Conocimientos

Relationship-building

Sales experience

Communication skills

Regulatory compliance

Customer service

Time management

Educación

High school degree or GED

College degree (preferred)

Herramientas

NMLS registration system

Descripción del empleo

JPMorganChase's Chase Branch is seeking a Private Client Banker to deliver exceptional service to affluent clients while growing relationships. You will advise on banking solutions, leverage digital tools, and coordinate with specialists.

The role requires sales experience, strong communication, compliance with regulatory requirements, and flexibility to work weekends/evenings. A high school diploma is required; licenses must be obtained within 180 days.