Private Client Banker — Build Wealth & Relationships

Aumni; City of Pewaukee (WI); Sur place; USD 60 000 - 95 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to serve a select group of Chase’s affluent clients and other customers in the Branch.

You will manage their complete banking relationship using a proactive, advice-based approach. You will collaborate with Private Client Advisors, Mortgage Bankers and Relationship Managers to connect clients with experts, while ensuring accessibility to self-service options around the clock and upholding all regulatory

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE license, FINRA Series 6/7, and state registration (63/66 if required) or completion within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Demonstrated adherence to policies and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsabilités

• Shares the value of Chase Private Client with clients that may be eligible
• Manages 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

Connaissances

Relationship-building

New client acquisition

Client service excellence

Regulatory knowledge

Communication skills

Time management

Team collaboration

Formation

High school diploma / GED

College degree or military equivalent

Description du poste

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to serve a select group of Chase’s affluent clients and other customers in the Branch.

You will manage their complete banking relationship using a proactive, advice-based approach. You will collaborate with Private Client Advisors, Mortgage Bankers and Relationship Managers to connect clients with experts, while ensuring accessibility to self-service options around the clock and upholding all regulatory