Private Client Banker - Uptown - Minneapolis, MN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, 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 will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes 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
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* 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
* 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
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* 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
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
- Rate: Not Specified
- Location: Minneapolis, US-MN
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210552201
- Posted: 2024-08-28 08:47:50 -
- View all Jobs from JPMorgan Chase Bank, N.A.
More Jobs from JPMorgan Chase Bank, N.A.
- Maintenance Area Superintendent
- Pipefitter Foreman
- Customer Service Representative - Accredo - Remote
- Eligibility Lead Representative - Accredo - Remote
- RN- Complex Nurse Case Manager- Remote
- CLIMB Behavioral Coaching and Support Care Manager-Evernorth Health Services -Remote
- Financial Analysis Senior Manager
- Home Infusion Nurse - Accredo - Charlotte, NC
- Customer Service Representative - Accredo - Remote
- Operations Team Lead - Accredo
- Customer Service Representative - Accredo - Remote
- Customer Service Representatives- Remote
- Claims Manager - Evernorth - Hybrid
- Medicare Broker Sales Manager - Remote - West/ Northwest, Arkansas - Cigna Healthcare
- Maintenance and Controls Engineer - Accredo
- Medical Assistant- Evernorth- West Palm, FL
- Territory Sales Manager - Commercial HVAC
- Assembly Worker-Temporary
- Donor Relations Program Manager
- Advanced Practice Provider Urgent Care, Float