Private Client Banker: Build Elite Banking Relationships

Aumni; Moline (IL); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Résumé du poste

JPMorgan Chase is seeking a Private Client Banker to manage relationships with Chase Private Client and other customers in the Branch. You will advise on products, develop referrals, and partner with specialists to meet clients' financial needs.

The role requires prior branch banking experience, compliance with regulatory requirements, and a focus on client satisfaction and long-term relationship growth.

Qualifications

• 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 proven new client acquisition and revenue growth.
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• NMLS registration under the SAFE Act; ability to register/update upon employment.

Responsabilités

• Share the value of Chase Private Client with eligible clients.
• Manage client banking relationships with an advisory approach for optimal products/services.
• Partner with Specialists to connect clients to experts for specialized needs.
• Facilitate self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory requirements.

Connaissances

Relationship building

Branch banking

Communication skills

Affluent client relationships

Formation

High school diploma or equivalent

College degree or military equivalent

Description du poste

JPMorgan Chase is seeking a Private Client Banker to manage relationships with Chase Private Client and other customers in the Branch. You will advise on products, develop referrals, and partner with specialists to meet clients' financial needs.

The role requires prior branch banking experience, compliance with regulatory requirements, and a focus on client satisfaction and long-term relationship growth.