Private Client Banking Advisor

JPMorgan Chase; Arlington (TX); In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase in Arlington, TX seeks a driven Private Client Banker to manage an affluent client base, grow banking relationships, and coordinate with specialists for tailored financial solutions.

You will provide education and advice to help clients meet their financial goals while ensuring regulatory compliance and excellent service. The role requires weekend/evening availability and a strong customer-focus.

Competenze

• 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, cultivating, and maintaining customer relationships and revenue generation
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act*
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Mansioni

• 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Conoscenze

Relationship building

New client acquisition

Regulatory banking knowledge

SIE/FINRA literacy

Communication skills

Team collaboration

Formazione

High school or equivalent

College degree (preferred)

Descrizione del lavoro

JPMorgan Chase in Arlington, TX seeks a driven Private Client Banker to manage an affluent client base, grow banking relationships, and coordinate with specialists for tailored financial solutions.

You will provide education and advice to help clients meet their financial goals while ensuring regulatory compliance and excellent service. The role requires weekend/evening availability and a strong customer-focus.