Private Client Banker – Wealth Growth & Advisory

JPMorganChase; Levittown (PA); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

JPMorgan Chase in the United States is seeking a Private Client Banker within Branch Banking to manage affluent clients' complete banking relationships and generate growth by proactively soliciting referrals.

You will partner with specialists to connect clients with experts and promote self-service access while complying with all banking regulations and licensing requirements. This role requires weekend/evening hours and a commitment to diversity and inclusion.

Qualifikationen

• Success with value-added, relationship-oriented client acquisition.
• Experience in financial services and revenue generation.
• Licensing requirements (SIE, FINRA 6/7, state registrations) or completion within 180 days.
• Compliance with Dodd-Frank and Truth in Lending Act.
• Ability to work hours including weekends/evenings.

Aufgaben

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with advisory approach to tailor products.
• Collaborates with Private Client Advisors and Mortgage Bankers to connect clients to experts.
• Facilitates self-service options for 24/7 access.
• Adheres to banking policies and regulatory requirements.

Kenntnisse

Relationship building

Communication skills

Team orientation

Client acquisition

Ausbildung

High school diploma or equivalent

College degree

Jobbeschreibung

JPMorgan Chase in the United States is seeking a Private Client Banker within Branch Banking to manage affluent clients' complete banking relationships and generate growth by proactively soliciting referrals.

You will partner with specialists to connect clients with experts and promote self-service access while complying with all banking regulations and licensing requirements. This role requires weekend/evening hours and a commitment to diversity and inclusion.