Wealth Client Advisor | Private Banking & Relationships

Testing Site - JPMC; Cypress (CA); Vor Ort; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the primary contact for affluent clients and other customers. You will manage end-to-end banking relationships, driving growth and referrals by offering appropriate products and services.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to address specialized financial needs. The role requires licensing, compliance, and flexible hours.

Qualifikationen

• 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.
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• 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

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

Relationship building

New client acquisition

Financial services

Regulatory compliance

Customer service

Ausbildung

High school diploma or GED

Jobbeschreibung

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the primary contact for affluent clients and other customers. You will manage end-to-end banking relationships, driving growth and referrals by offering appropriate products and services.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to address specialized financial needs. The role requires licensing, compliance, and flexible hours.