Wealth Relationship Banker

JPMorgan Chase; Atlanta (GA); Presencial; USD 70.000 - 95.000; Jornada completa

Descripción de la vacante

JPMorgan Chase is seeking a Private Client Banker to serve affluent clients at a Chase Branch using a combination of personal service and advanced digital tools. You will manage client relationships, solicit referrals, and coordinate with specialists to address financial needs while maintaining the highest service standards.

The role emphasizes a proactive, advisory approach, adherence to regulatory requirements, and a focus on delivering memorable client experiences.

Formación

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year branch banking or financial services sales experience with client acquisition.
• Ability to create memorable experiences and elevate client service.
• Excellent communication skills to tailor features/benefits to client needs.
• Compliance with risk, policies, and training requirements.

Responsabilidades

• Put clients first and exceed expectations with attentive, welcoming service.
• Manage clients' banking relationships with an advice-based approach to recommend products/services.
• Communicate clearly to understand and anticipate client needs.
• Educate clients on Chase technology solutions (mobile app, Chase.com, ATMs).
• Learn products quickly and connect clients to experts for complex needs.
• Adhere to policies, procedures, and regulatory requirements.

Conocimientos

Relationship-based sales

Client acquisition

Excellent communication

Regulatory compliance

Financial services sales

Educación

High school diploma or GED

College degree preferred

Descripción del empleo

JPMorgan Chase is seeking a Private Client Banker to serve affluent clients at a Chase Branch using a combination of personal service and advanced digital tools. You will manage client relationships, solicit referrals, and coordinate with specialists to address financial needs while maintaining the highest service standards.

The role emphasizes a proactive, advisory approach, adherence to regulatory requirements, and a focus on delivering memorable client experiences.