Private Client Banker - Expert Wealth Advisor

JPMorgan Chase & Co.; Frederick (CO); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Colorado is seeking a Private Client Banker in Branch Banking to manage relationships with affluent clients and other customers. You will deliver advice-based service, connect clients to specialists, and promote self-service tools to provide convenient access to accounts around the clock.

The role emphasizes relationship-building, new client acquisition, and adherence to banking regulations, with typical branch hours including some weekends and evenings.

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.
• Compliance with Dodd Frank/Truth in Lending Act requirements and licensing prerequisites (SIE, FINRA Series 6/7, state registrations).
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements; 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 to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Kenntnisse

Relationship building

Client acquisition

Regulatory compliance

Communication skills

Work hours flexibility

Financial services knowledge

Ausbildung

High school degree

College degree or military equivalent

Jobbeschreibung

JPMorgan Chase & Co. in Colorado is seeking a Private Client Banker in Branch Banking to manage relationships with affluent clients and other customers. You will deliver advice-based service, connect clients to specialists, and promote self-service tools to provide convenient access to accounts around the clock.

The role emphasizes relationship-building, new client acquisition, and adherence to banking regulations, with typical branch hours including some weekends and evenings.