JPMorgan Chase Careers – Private Client Banker

Job Description:

As a Private Client Banker, you are the main point of contact for a select group of Chase’s affluent clients, as well as other customers in the Branch. You’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You’ll help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job Responsibilities:

• Adhering to policies, procedures and regulatory banking requirements
• Making 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
• Actively managing their banking relationship through an advice-based approach, ensuring each client receives the best products, services for his or her needs
• Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
• Sharing the value of Chase Private Client with clients that may be eligible

Job Requirements:

• Experience cultivating relationships with affluent clients is strongly preferred
• Strong team orientation with a commitment of long-term career with the firm
• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• Ability to work branch hours, including weekends and some evenings
• Compliance with Dodd Frank/Truth in Lending Act*
• Excellent communication skills
• Adherence to policies, procedures, and regulatory banking requirements
• 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 120 days of starting the role
• College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required
• 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

Job Details:

Company:  J.P. Morgan

Vacancy Type:  Full Time

Job Location: Charlotte, NC, US

Application Deadline: N/A

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