Wealth Relationship Banker

JP Morgan Chase; Colorado Springs (CO); Vor Ort; USD 60.000 - 85.000; Vollzeit

Zusammenfassung

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients and other customers. You will manage full banking relationships, proactively expanding client balances and generating growth by soliciting referrals and developing internal and external sources.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists and enable convenient

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 (63 or 66 if required) or must be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• National Mortgage Licensing System and Registry (NMLS) registration required under SAFE 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 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Kenntnisse

Relationship building

Communication skills

Sales and revenue generation

Team orientation

Regulatory compliance

Ausbildung

High school diploma

Bachelor's degree or military equivalent

Jobbeschreibung

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients and other customers. You will manage full banking relationships, proactively expanding client balances and generating growth by soliciting referrals and developing internal and external sources.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists and enable convenient