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Private Client Banker (New Build) - Georgia South - Bonaire, GA

JPMorganChase · Bonaire, GA · 1 wk ago
On-siteFinanceFull-time

About the role

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.

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

Pay

Our total rewards package includes base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions.

Schedule

We offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

About The Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

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