Wealth Relationship Banker

Aumni; Illinois; In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase is seeking a Private Client Banker to manage relationships with a select group of affluent clients in a branch setting. You will use an advice-based approach to provide the best products and services while actively growing client balances.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet complex financial needs, while maintaining regulatory compliance and delivering outstanding service.

Competenze

• 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 and related regulatory requirements.

Mansioni

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages banking relationships through an advice-based approach to provide best-fit products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to policies, procedures, and regulatory banking requirements.

Conoscenze

Relationship building

Consultative selling

Affluent client experience

Communication skills

Team oriented

Time management

Descrizione del lavoro

JPMorgan Chase is seeking a Private Client Banker to manage relationships with a select group of affluent clients in a branch setting. You will use an advice-based approach to provide the best products and services while actively growing client balances.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet complex financial needs, while maintaining regulatory compliance and delivering outstanding service.