Private Client Banker: Wealth & Relationship Champion

Testing Site - JPMC; Deerfield Beach (FL); Sur place; USD 70 000 - 100 000; Plein temps

Résumé du poste

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their complete banking relationship with an advice-based approach and coordinate with Specialists to meet specialized financial needs.

You will also guide clients to self-service options and ensure adherence to banking policies and regulatory requirements while supporting ongoing growth through referrals and cross-selling opportunities.

Qualifications

• Proven success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year branch banking experience with success in acquiring and growing client relationships.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Experience cultivating relationships with affluent clients is preferred.

Responsabilités

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Partners with specialists to connect clients to experts.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Connaissances

Relationship-building

Sales-driven

Communication

Financial services knowledge

NMLS compliance

Formation

High school diploma or GED

Description du poste

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their complete banking relationship with an advice-based approach and coordinate with Specialists to meet specialized financial needs.

You will also guide clients to self-service options and ensure adherence to banking policies and regulatory requirements while supporting ongoing growth through referrals and cross-selling opportunities.