Private Client Relationship Banker

Aumni; Spartanburg (SC); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage the complete banking relationship for a select group of affluent clients.

You will drive growth by advising on products and services and by soliciting referrals, while collaborating with specialists to meet complex needs. The role requires a background in branch banking, regulatory compliance, and the ability to work flexible hours including weekends and evenings.

Qualifikationen

• 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
• SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or must be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• Ability to work branch hours, including weekends and some evenings

Aufgaben

• 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

Kenntnisse

Communication

Relationship-building

Affluent clients

Ausbildung

High school diploma

Jobbeschreibung

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage the complete banking relationship for a select group of affluent clients.

You will drive growth by advising on products and services and by soliciting referrals, while collaborating with specialists to meet complex needs. The role requires a background in branch banking, regulatory compliance, and the ability to work flexible hours including weekends and evenings.