Wealth Relationship Banker

Testing Site - JPMC; Fredericksburg (VA); Sur place; USD 70 000 - 95 000; Plein temps

Résumé du poste

JPMorgan Chase in Virginia is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers. You will manage their banking relationships with an advice-based approach and coordinate with Specialists to address specialized financial needs.

You will promote self-service access, ensure compliance with banking regulations, and work hours including weekends/evenings.

Qualifications

• 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.
• SIE exam and FINRA Series 6/7 and state registration (63/66 if required) or completion within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsabilités

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages clients' banking relationship with an advice-based approach.
• Partners with specialists to connect customers to experts for specialized needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies and regulatory banking requirements.

Connaissances

Relationship building

New client acquisition

Regulatory knowledge

SIE/FINRA readiness

Formation

High school diploma/GED

Description du poste

JPMorgan Chase in Virginia is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers. You will manage their banking relationships with an advice-based approach and coordinate with Specialists to address specialized financial needs.

You will promote self-service access, ensure compliance with banking regulations, and work hours including weekends/evenings.