JPM Sr Private Client Banker - Jackson Broadway Ave - Jackson,WY

You have an obsession for taking care of our customers and employees and making them feel welcomed and providing an individual client experience.

You will build lasting relationships, doing the right thing, exceed expectations, and having a strong commitment to diversity and inclusion.

Here at JP Morgan Chase, you'll have the opportunity to help people experience our Purpose - Make dreams possible for everyone, everyone every day; by providing education on JP Morgan products and service and advice tailored to suit their financial solutions.

You will successfully collaborate and facilitate joint meetingswith colleagues and worked as part of a team to achieve business results.

As a Senior Private Client Banker in a JP Morgan Branch, you are the main point of contact for a select group of Chase's affluent clients in the JP Morgan Branch.

You'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
Job Responsibilities



* Shares the value of the new Private Client tiered product suite, relationship program with clients that may be eligible


* Manages the clients and their family's banking relationship through an advice-based approach, delivering elevated service, owning and resolving issues end-to-end, ensuring each client receives the best products, elevated servicing and relationship pricing; and can fully maximize the value of their relationship with JPMorgan Chase


* Provides family & life planning services for clients and their beneficiaries in partnership with Private Client Advisors & Private Client Investment Associates


* Partners with Specialists (Private Client Advisors, Financial Planners, Home Lending Advisors and Business Relationship Managers) to connect clients to experts who can help them and their families with specialized financial needs


* Makes lives of clients more convenient by serving as a direct point of contact who can help resolve banking issues on a client's behalf and has a 360 view of all the client's product, personal connections, key partners, and interactions with JPMC


* Takes ownership of operation risk and control while adhering to policies, procedures and regulatory banking requirements

Required Qualifications, Capabilities and Skills



* Demonstrated success using a value-added, relationship-oriented approach to deepen client relationships


* 2+ 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

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