Private Client Banker: Wealth Advisor & Relationships

JP Morgan Chase; Northbrook (IL); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

Chase in Northbrook, IL seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will drive growth by referrals and a proactive advisory approach.

You will work with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations. Weekend/evening hours and licensing requirements apply.

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 revenue growth.
• SIE/FINRA licensing requirements or must complete within 180 days of start.
• Compliance with Dodd Frank/Truth in Lending Act.
• 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.

Responsabilités

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach.
• Partners with Specialists to connect customers to experts for needs.
• Sets up self-service options to access accounts 24/7 for clients.
• Adheres to policies, procedures, and regulatory banking requirements.

Connaissances

Relationship management

New client acquisition

Financial services experience

Regulatory compliance

Branch banking experience

Licensing requirements exposure

Formation

High school diploma or GED

Description du poste

Chase in Northbrook, IL seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will drive growth by referrals and a proactive advisory approach.

You will work with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations. Weekend/evening hours and licensing requirements apply.