JPMorgan Chase - Broomfield, CO
posted about 2 months ago
Full-time
Broomfield, CO
Credit Intermediation and Related Activities
About the position
As a Private Client Banker II 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 building lasting relationships, providing tailored financial advice, and ensuring clients receive the best products and services to meet their needs. You will also be responsible for acquiring new clients through referrals and developing connections with internal and external sources.
Responsibilities
- Shares the value of Chase Private Client with clients that may be eligible
- Actively manages their banking relationship through an advice-based approach
- Partners with Specialists to connect customers to experts for specialized financial needs
- Makes lives of clients more convenient by sharing and setting up self-service options
- Adheres to policies, procedures, and regulatory banking requirements
Requirements
- 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
- Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration, and Life licenses required within 180 days of starting
- 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
Nice-to-haves
- Excellent communication skills
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of long-term career with the firm
