Wealth Relationship Banker

J.P. Morgan Chase & Co.; Hayward (CA); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage complete banking relationships, adopting an advisory approach to grow balances and acquire new clients through referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and leverage self-service options for convenient access to accounts.

Formación

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsabilidades

• 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 for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Conocimientos

Relationship building

Financial services experience

Licensing: SIE/FINRA 6/7/Life

Dodd-Frank compliance

High school diploma

Flexible hours

Educación

College degree or military equivalent

Descripción del empleo

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage complete banking relationships, adopting an advisory approach to grow balances and acquire new clients through referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and leverage self-service options for convenient access to accounts.