Private Client Banking Advisor

Aumni; Spokane (WA); Presencial; USD 70 000 - 110 000; Tempo integral

Resumo da oferta

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their banking relationship across the company, using an advisory approach to grow balances and revenue.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and enable access to self-service options 24/7.

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.
• 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.

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 for specialized financial needs.
• Makes lives of clients more convenient by setting up self-service options access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Conhecimentos

Relationship management

New client acquisition

Compliance knowledge

Financial services

SIE/FINRA

Formação académica

High school diploma

Descrição da oferta de emprego

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their banking relationship across the company, using an advisory approach to grow balances and revenue.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and enable access to self-service options 24/7.