Private Client Banker: Wealth Relationships & Advice

JPMorgan Chase & Co.; Greensboro (NC); Presencial; USD 60 000 - 90 000; Tempo integral

Resumo da oferta

JPMorgan Chase & Co. in Greensboro seeks a Private Client Banker to manage a select group of affluent clients, delivering education and advice to help them reach their financial goals.

As the main point of contact in the branch, you will build lasting relationships, solicit referrals, and collaborate with specialists to tailor banking solutions, while adhering to regulatory requirements.

Qualificações

• 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 and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act requirements and NMLS eligibility.
• Able to work branch hours, including weekends and some evenings.

Responsabilidades

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to optimize products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates access to self-service options for 24/7 banking.
• Adheres to policies, procedures, and regulatory banking requirements.

Conhecimentos

Excellent communication skills

Experience cultivating relationships

New client acquisition

Financial services experience

Team orientation

Formação académica

College degree or military equivalent

High school degree or GED

Descrição da oferta de emprego

JPMorgan Chase & Co. in Greensboro seeks a Private Client Banker to manage a select group of affluent clients, delivering education and advice to help them reach their financial goals.

As the main point of contact in the branch, you will build lasting relationships, solicit referrals, and collaborate with specialists to tailor banking solutions, while adhering to regulatory requirements.