Private Client Banker: Elite Relationship Builder

JPMorgan Chase & Co.; United States; Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. is seeking a Private Client Banker in a Chase Branch to represent our brand with hospitality and deliver banking solutions to a select group of affluent clients.

You will manage complete banking relationships, solicit referrals, and grow client balances while providing exceptional service. The role requires adapting to client needs, guiding them through technology solutions, and collaborating with a team of experts to address complex financial needs, all within regulatory

Qualifikationen

• Must have driven client acquisition and revenue growth using a relationship-based approach.
• Experience in branch banking or financial services sales with a track record of acquiring new clients and deepening relationships.
• Excellent communication skills, both in person and over the phone, with ability to tailor products to client needs.
• Ability to understand and explain banking products and services to clients with differing needs.
• Familiarity with risk, compliance, and regulatory requirements and completing required training.

Aufgaben

• Put clients first and exceed expectations with attentive, friendly service.
• Manage clients and banking relationships using an advice-based approach to recommend products and services.
• Communicate clearly to understand client needs, build trust, and anticipate requests.
• Educate clients on technology solutions like mobile apps, Chase.com, and ATMs to enable self-service.
• Learn products, services, and procedures quickly to consult with clients and connect them to specialists for complex needs.
• Adhere to policies, procedures, and regulatory requirements.

Kenntnisse

Relationship-building

Client acquisition

Sales experience

Communication skills

Regulatory compliance

Ausbildung

High school diploma or GED or foreign equivalent

Jobbeschreibung

JPMorgan Chase & Co. is seeking a Private Client Banker in a Chase Branch to represent our brand with hospitality and deliver banking solutions to a select group of affluent clients.

You will manage complete banking relationships, solicit referrals, and grow client balances while providing exceptional service. The role requires adapting to client needs, guiding them through technology solutions, and collaborating with a team of experts to address complex financial needs, all within regulatory