Private Client Banker: Grow Wealth & Relationships

JPMorgan Chase & Co.; Lakewood (CO); Vor Ort; USD 65.000 - 100.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. is seeking a Private Client Banker to manage a select group of affluent clients, developing their complete banking relationship with a proactive, advisory approach.

You will work within the Branch Banking team to provide tailored financial education and solutions, while collaborating with specialists to meet complex needs. The role requires compliance with Dodd-Frank/Truth in Lending Act and national licensing requirements, including SIE/Series 6/7, with completion within

Qualifikationen

• 1+ year branch banking experience with proven new client acquisition.

Aufgaben

• Manage affluent clients' banking relationships with an advisory approach.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Promote self-service options to access accounts 24/7 and simplify client experience.
• Adhere to banking policies, procedures, and regulatory requirements.

Kenntnisse

Relationship management

New client acquisition

Regulatory compliance

Communication skills

Finance knowledge

Ausbildung

High school diploma or equivalent

Jobbeschreibung

JPMorgan Chase & Co. is seeking a Private Client Banker to manage a select group of affluent clients, developing their complete banking relationship with a proactive, advisory approach.

You will work within the Branch Banking team to provide tailored financial education and solutions, while collaborating with specialists to meet complex needs. The role requires compliance with Dodd-Frank/Truth in Lending Act and national licensing requirements, including SIE/Series 6/7, with completion within