Private Client Banking Advisor

Testing Site - JPMC; Richardson (TX); Presencial; USD 70 000 - 110 000; Tempo integral

Resumo da oferta

Testing Site - JPMC is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage full banking relationships through proactive advice and education tailored to their financial needs.

You will collaborate with Specialists to connect customers to experts, promote self-service options, and ensure compliance with banking regulations while delivering exceptional service across branch hours, including weekends and some evenings.

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, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act.
• NMLS registration and SAFE Act requirements; ability to obtain licenses as needed.
• High school degree, GED, or foreign equivalent.

Responsabilidades

• 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 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.

Conhecimentos

Relationship building

New client acquisition

Financial services

Regulatory compliance

Formação académica

High school diploma or GED

College degree or military equivalent

Descrição da oferta de emprego

Testing Site - JPMC is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage full banking relationships through proactive advice and education tailored to their financial needs.

You will collaborate with Specialists to connect customers to experts, promote self-service options, and ensure compliance with banking regulations while delivering exceptional service across branch hours, including weekends and some evenings.