JPMorgan Chase - Fernandina Beach, FL
posted about 2 months ago
Full-time - Entry Level
Fernandina Beach, FL
Credit Intermediation and Related Activities
About the position
As a Private Client Banker at Chase, you will serve as the primary contact for a select group of affluent clients, managing their complete banking relationships. Your role will involve providing tailored financial advice and education, ensuring clients receive the best products and services to meet their needs. You will actively seek to acquire new clients and deepen existing relationships through a proactive approach, while adhering to regulatory requirements and company policies.
Responsibilities
- Share the value of Chase Private Client with eligible clients.
- Actively manage banking relationships through an advice-based approach.
- Partner with specialists to connect customers with experts for specialized financial needs.
- Facilitate self-service options for clients to access their accounts 24/7.
- Adhere to policies, procedures, and regulatory banking requirements.
Requirements
- Demonstrated success in a relationship-oriented approach to acquire and deepen client relationships.
- 1+ year of experience in Branch Banking or equivalent in financial services with a focus on client acquisition and revenue generation.
- Completion of the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration, and Life licenses within 180 days of starting the role.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
Nice-to-haves
- Excellent communication skills.
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
- Strong team orientation with a commitment to a long-term career with the firm.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
