Private Client Banker: Wealth Relationship Advisor

JPMorganChase; Mequon (WI); Vor Ort; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Health care coverage

Retirement savings plan

Zusammenfassung

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage banking relationships for affluent clients, growing balances, and acquiring new clients through referrals. You will work with Specialists to connect clients to experts and promote self-service options for 24/7 access.

The role requires adherence to banking regulations, strong communication, and a proven ability to cultivate long-term client relationships within a branch environment.

Qualifikationen

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience with revenue generation.
• SIE exam, FINRA Series 6/7, state registration and Life licenses completed or within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma, 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 management

New client acquisition

Communication skills

Team orientation

Ausbildung

High school diploma or GED

College degree or military equivalent

Jobbeschreibung

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage banking relationships for affluent clients, growing balances, and acquiring new clients through referrals. You will work with Specialists to connect clients to experts and promote self-service options for 24/7 access.

The role requires adherence to banking regulations, strong communication, and a proven ability to cultivate long-term client relationships within a branch environment.