Private Client Banker: Elite Wealth Relationship Lead

Testing Site - JPMC; Rochester (MN); Sur place; USD 60 000 - 85 000; Plein temps

Résumé du poste

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage relationships with affluent clients and a broader customer base. You will proactively provide advice, connect clients to specialists, and drive access to self-service options, ensuring regulatory compliance throughout all activities.

The role emphasizes building enduring relationships, soliciting referrals, and delivering education and tailored financial guidance to meet each client’s needs.

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 verifiable success in new client acquisition
• Compliance with Dodd Frank/Truth in Lending Act and related licensing requirements

Responsabilités

• 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 to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by enabling self-service access to accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Connaissances

Relationship building

Client acquisition

Compliance knowledge

Communication skills

Formation

High school diploma

Bachelor's degree preferred

Description du poste

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage relationships with affluent clients and a broader customer base. You will proactively provide advice, connect clients to specialists, and drive access to self-service options, ensuring regulatory compliance throughout all activities.

The role emphasizes building enduring relationships, soliciting referrals, and delivering education and tailored financial guidance to meet each client’s needs.