Elite Private Client Banking Advisor

JPMorgan Chase; New York (NY); Vor Ort; USD 70.000 - 120.000; Vollzeit

Zusammenfassung

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others in the branch. You will manage the full banking relationship, offering education and advice to help clients make the most of their money and to grow balances.

You will collaborate with Specialists to connect clients to experts for specialized needs, and you'll encourage self-service options to simplify 24/7 access.

Qualifikationen

• 1+ year in branch banking with proven success in acquiring and deepening client relationships.
• Experience meeting regulatory requirements (Dodd-Frank/Truth in Lending Act) is preferred.
• Ability to work hours including weekends/evenings.
• SIE/Series 6/7 and state licenses or plan to complete within 180 days of starting.

Aufgaben

• Actively manages client relationships and advises to provide best products and services.
• Partners with Specialists to connect clients to experts for their financial needs.
• Promotes self-service options to access accounts 24/7 for client convenience.
• Ensures compliance with banking policies and regulatory requirements.

Kenntnisse

Relationship management

New client acquisition

Revenue generation

Communication skills

Compliance knowledge

Ausbildung

High school diploma

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 others in the branch. You will manage the full banking relationship, offering education and advice to help clients make the most of their money and to grow balances.

You will collaborate with Specialists to connect clients to experts for specialized needs, and you'll encourage self-service options to simplify 24/7 access.