Private Client Experience Specialist - San Francisco, CA

Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.

As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience.

In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans.

If you're passionate about delivering exceptional service while building relationships, come join our team.

Job Responsibilities


* Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.


* Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.


* Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.


* Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.


* Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.


* Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager

Required Qualifications, Capabilities, and Skills


* A minimum of two years of financial services experience.


* Demonstrated experience delivering exceptional client service to an affluent client base.

Preferred Qualifications, Capabilities, and Skills


* A bachelor's degree


* Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.

As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

This role will report in the office on a hybrid schedule.

This role is eligible to participate in an incentive compensation plan that is paid on an annual basis.

More details about total compensation and benefits will be provided during the hiring process .

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.

As such, an employment o...