Private Client Banker: Elite Relationship Advisor

J.P. Morgan; Newburyport (MA); Vor Ort; USD 65.000 - 85.000; Vollzeit

Zusammenfassung

JPMorgan Chase in the United States seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients. You will manage their banking relationship with an advice-based approach, helping clients access best-fit products and services and connecting them to specialists for complex needs.

You’ll work to grow client balances, solicit referrals, and ensure accessibility to self-service options around the clock, while adhering to regulatory requirements and

Qualifikationen

• 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
• Ability to work branch hours, including weekends and some evenings

Aufgaben

• 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

Kenntnisse

Relationship-building

New client acquisition

Communication skills

Ausbildung

High school degree

College degree

Jobbeschreibung

JPMorgan Chase in the United States seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients. You will manage their banking relationship with an advice-based approach, helping clients access best-fit products and services and connecting them to specialists for complex needs.

You’ll work to grow client balances, solicit referrals, and ensure accessibility to self-service options around the clock, while adhering to regulatory requirements and