Wealth Relationship Banker – Private Client

Testing Site - JPMC; Lincoln (NE); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Chase is hiring a Private Client Banker in Branch Banking to be the primary contact for affluent clients, managing their complete banking relationships and generating growth through proactive service and referrals.

The role emphasizes advising clients on products and services, partnering with specialists, and ensuring access to self-service options while complying with banking regulations and industry standards.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses or must complete within 180 days of starting.

Responsabilités

• 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 setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Connaissances

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Team orientation

Formation

High school diploma or GED

Description du poste

Chase is hiring a Private Client Banker in Branch Banking to be the primary contact for affluent clients, managing their complete banking relationships and generating growth through proactive service and referrals.

The role emphasizes advising clients on products and services, partnering with specialists, and ensuring access to self-service options while complying with banking regulations and industry standards.