Private Client Banking & Wealth Relationships Pro

JPMorgan Chase & Co.; Florida; On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States (Florida) is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship.

You will solicit referrals and develop internal and external sources to grow client balances. Responsibilities include guiding clients to the best products and services, collaborating with Specialists, and enabling self-service access to accounts around the clock.

Qualifications

• Demonstrated success building client relationships and acquiring new clients.
• 1+ year in Branch Banking or equivalent experience in financial services with revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.

Responsibilities

• 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 sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

Sales / business development

Communication skills

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States (Florida) is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship.

You will solicit referrals and develop internal and external sources to grow client balances. Responsibilities include guiding clients to the best products and services, collaborating with Specialists, and enabling self-service access to accounts around the clock.