Wealth Relationship Banker for Private Clients

JPMorganChase

Hudson (OH)

On-site

USD 65,000 - 90,000

Full time

3 days ago

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Job summary

JPMorgan Chase in the United States seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and manage their complete banking relationships. You will proactively solicit referrals and develop internal and external sources to grow client balances.

The role emphasizes education and advice tailored to customers' financial needs, with a focus on delivering the Chase Private Client experience and complying with regulatory requirements and

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 with success in new client acquisition and revenue generation.
Ability to meet regulatory requirements and licensing prerequisites.

Responsibilities

Shares the value of Chase Private Client with clients that may be eligible.
Manages client banking relationships through an advice-based approach to deliver best products and services.
Connects clients to specialists for specialized financial needs.
Promotes self-service options to access accounts anytime.
Follows policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Communication skills

Sales/referrals

Education

High school diploma or GED

College degree (preferred)

Tools

NMLS registration knowledge

FINRA knowledge

Job description

The role emphasizes education and advice tailored to customers' financial needs, with a focus on delivering the Chase Private Client experience and complying with regulatory requirements and

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