Private Client Banker - Boca Raton Downtown - Boca Raton, FL

J.P. Morgan; Boca Raton (FL); On-site; USD 40,000 - 70,000; Full time

Job summary

A leading financial services firm in Boca Raton is seeking a Private Client Banker to manage relationships for affluent clients. You will offer personalized service, ensuring clients receive the best financial products and services. Ideal candidates have experience with client acquisition and a commitment to exceptional service. This position is full-time, requiring a high school diploma and proficiency in financial compliance.

Qualifications

• 1+ year of experience in Branch Banking or equivalent in financial services.
• Securities Industry Essential (SIE) exam and appropriate licenses must be completed within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Manage client banking relationships with an advice-based approach.
• Share value of Chase Private Client with eligible clients.
• Partner with specialists to address clients' financial needs.

Skills

Relationship-oriented approach

Excellent communication skills

Customer service

Education

High school degree, GED, or foreign equivalent

Job description

Private Client Banker - Boca Raton Downtown - Boca Raton, FL

Pay: Competitive

Employment type: Full-Time

Job Description

Req#: 210673423 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.

Responsibilities

• 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Requirements

• 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
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Preferred Qualifications

• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment of long-term career with the firm

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available.

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.