JPMorgan Chase
posted about 2 months ago
Full-time
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 also be responsible for acquiring new clients through referrals and collaboration with specialists to address specialized financial needs.
Responsibilities
- Share the value of Chase Private Client with clients that may be eligible
- Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
- Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Make 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
- Adhere to policies, procedures and regulatory banking requirements
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
- Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation
- Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are 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 required
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
Nice-to-haves
- Excellent communication skills
- College degree or military equivalent strongly preferred
- Experience cultivating relationships with affluent clients is strongly preferred
- Strong team orientation with a commitment of long-term career with the firm
