Private Client Banker - Wealth & Relationships

JPMorgan Chase & Co.; Waukegan (IL); Vor Ort; USD 55.000 - 95.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship. You will pursue growth through referrals and coordinated teamwork, delivering tailored financial education and advice.

You will collaborate with specialists to connect clients to experts, while helping clients access self-service options around the clock. Strong communication and a track record in relationship-building are essential.

Qualifikationen

• 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 verifiable success in new client acquisition.
• Compliance with applicable financial regulations and licensing requirements.

Aufgaben

• Shares the value of Chase Private Client with clients that may be eligible.
• Acts as the main contact for a select group of affluent clients and manages their banking relationship.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Facilitates self-service options to access accounts 24/7 and ensures regulatory compliance.

Kenntnisse

Relationship management

Sales/referrals

Communication

Problem solving

Ausbildung

High school diploma or equivalent

College degree preferred

Jobbeschreibung

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship. You will pursue growth through referrals and coordinated teamwork, delivering tailored financial education and advice.

You will collaborate with specialists to connect clients to experts, while helping clients access self-service options around the clock. Strong communication and a track record in relationship-building are essential.