Wealth Relationship Banker

Testing Site - JPMC; Stafford (VA); In loco; USD 65.000 - 95.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase in Virginia is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their full banking relationship with an advice-based approach.

You will collaborate with Specialists to connect customers to experts, promote self-service access, and ensure adherence to banking policies and regulatory requirements. Weekend/evening hours may apply.

Competenze

• 1+ year Branch Banking Banker or equivalent experience with new client acquisition
• SIE exam and FINRA licenses or must be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• High school diploma or GED
• Ability to work branch hours including weekends

Mansioni

• 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 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Conoscenze

Relationship-building

Client acquisition

Communication skills

Team orientation

Formazione

High school diploma

College degree

Strumenti

NMLS system

Descrizione del lavoro

JPMorgan Chase in Virginia is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their full banking relationship with an advice-based approach.

You will collaborate with Specialists to connect customers to experts, promote self-service access, and ensure adherence to banking policies and regulatory requirements. Weekend/evening hours may apply.