Private Client Banker: Affluent Client Advisor

JP Morgan Chase; Cumming (GA); On-site; USD 55,000 - 70,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking. You are the main point of contact for Chase's affluent clients and other customers in the Branch, managing their complete banking relationship with a proactive approach to grow balances and provide tailored education and advice to suit financial needs.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts, and promote

Qualifications

• Experience using a relationship-based approach to acquire and deepen client relationships.
• 1+ year branch banking banker or equivalent experience with revenue growth.
• Licensing requirements: SIE, FINRA Series 6/7 and state registrations or completion within 180 days.
• Adherence to banking policies, procedures and regulatory requirements.

Responsibilities

• Manage banking relationships for affluent clients and other customers.
• Acquire new clients by referrals and expanding internal/external sources.
• Partner with specialists to connect clients to experts for financial needs.
• Promote self-service options and ensure account access 24/7.
• Ensure compliance with all policies and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication

Team orientation

Education

High school diploma or GED

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking. You are the main point of contact for Chase's affluent clients and other customers in the Branch, managing their complete banking relationship with a proactive approach to grow balances and provide tailored education and advice to suit financial needs.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts, and promote