Private Client Banker: Wealth Solutions Expert

JPMorgan Chase & Co.; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Chase Branch is seeking a Private Client Banker to represent the brand with hospitality, delivering tailored banking solutions and cutting-edge technology to a select group of affluent clients. You will nurture their banking relationships and help grow balances through proactive service.

In this role you will solicit referrals, coordinate with experts for specialized needs, and operate within risk and regulatory requirements, including weekend and some evening hours to serve clients across the

Qualifications

• 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 sales with proven success in acquiring new clients, deepening relationships, and revenue generation.
• Ability to create memorable experiences for clients and tailor features and benefits of products and services.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits.
• Operate within risk parameters/tolerances and complete required training.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales experience

Client service

Communication

Education

High school diploma or GED

Job description

Chase Branch is seeking a Private Client Banker to represent the brand with hospitality, delivering tailored banking solutions and cutting-edge technology to a select group of affluent clients. You will nurture their banking relationships and help grow balances through proactive service.

In this role you will solicit referrals, coordinate with experts for specialized needs, and operate within risk and regulatory requirements, including weekend and some evening hours to serve clients across the