Private Client Banking Advisor - Growth & Relationships

JPMorgan Chase & Co.; Punta Gorda (FL); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage relationships with a select group of affluent clients and other customers.

You will drive growth by offering tailored education and financial advice, and collaborate with specialists to meet specialized needs. You will be the primary contact in the branch, helping clients access self-service tools and ensuring adherence to banking regulations and policies.

Qualifications

• Relationship-based client acquisition and revenue growth.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsabilités

• Shares the value of Chase Private Client with clients that may be eligible.
• Acts as main point of contact for affluent clients and other customers in the branch.
• Partners with Specialists to connect customers with experts for specialized needs.
• Sets up self-service options to access accounts 24/7 for client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Connaissances

Relationship building

New client acquisition

Communication skills

Team oriented

Financial services

Formation

High school diploma

Bachelor's degree preferred

Description du poste

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage relationships with a select group of affluent clients and other customers.

You will drive growth by offering tailored education and financial advice, and collaborate with specialists to meet specialized needs. You will be the primary contact in the branch, helping clients access self-service tools and ensuring adherence to banking regulations and policies.