Wealth Relationship Banker

JPMorgan Chase & Co.; Burnsville (MN); Presencial; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in Minnesota is seeking a Private Client Banker in Branch Banking to be the main point of contact for affluent clients, managing their complete banking relationships and providing education and advice tailored to their financial needs.

You will collaborate with Specialists to connect clients to experts, promote self-service access, and ensure regulatory compliance while delivering exceptional service during branch hours, including some weekends and evenings.

Formación

• 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 and revenue generation.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsabilidades

• Shares the value of Chase Private Client with clients that may be eligible.
• Acts as the main point of contact for a select group of affluent clients and manages their banking relationships.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Enables client self-service by promoting and setting up online access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Conocimientos

Relationship-building

New client acquisition

Sales-oriented mindset

Excellent communication

Team collaboration

Educación

High school diploma or GED

College degree or military equivalent

Descripción del empleo

JPMorgan Chase & Co. in Minnesota is seeking a Private Client Banker in Branch Banking to be the main point of contact for affluent clients, managing their complete banking relationships and providing education and advice tailored to their financial needs.

You will collaborate with Specialists to connect clients to experts, promote self-service access, and ensure regulatory compliance while delivering exceptional service during branch hours, including some weekends and evenings.