Wealth Relationship Banker - Private Client

Aumni; Arizona; Vor Ort; USD 65.000 - 110.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. is seeking a Private Client Banker to serve as the main point of contact for a select group of affluent clients in the branch, managing their complete banking relationship with a proactive approach to grow client balances and referrals.

The role emphasizes an advice-based relationship model, collaboration with specialists, and ensuring clients have convenient access to self-service options while complying with banking regulations and internal policies.

Qualifikationen

• 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, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Aufgaben

• 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) 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

Kenntnisse

Relationship management

Sales / new client acquisition

Communication skills

Regulatory knowledge

Ausbildung

High school diploma or GED

Jobbeschreibung

JPMorgan Chase & Co. is seeking a Private Client Banker to serve as the main point of contact for a select group of affluent clients in the branch, managing their complete banking relationship with a proactive approach to grow client balances and referrals.

The role emphasizes an advice-based relationship model, collaboration with specialists, and ensuring clients have convenient access to self-service options while complying with banking regulations and internal policies.