The main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch, managing their complete banking relationship across the company.
Compensation
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, paid in the form of cash and/or forfeitable equity
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
Requirements
High school degree, GED, or foreign equivalent
College degree or military equivalent
Nice to have: Excellent communication skills
Nice to have: experience cultivating relationships with affluent clients
Private Client Banker in Branch Banking managing affluent client relationships and banking services
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
Requirements
High school degree, GED, or foreign equivalent
Nice to have: Excellent communication skills
Nice to have: College degree or military equivalent
Nice to have: Experience cultivating relationships with affluent clients
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 manage their complete banking relationship, utilizing a proactive and disciplined approach to generate growth in their balances.
Compensation
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, paid in the form of cash and/or forfeitable equity
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
Requirements
High school degree, GED, or foreign equivalent
Nice to have: Excellent communication skills
Nice to have: College degree
Nice to have: military equivalent
Nice to have: Experience cultivating relationships with affluent clients
Manage affluent clients’ banking relationships, acquire new clients, and provide advice-based services.
Compensation
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, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
Responsibilities
Share the value of Chase Private Client with clients that may be eligible
Actively manage banking relationships through an advice-based approach
Partner with Specialists to connect customers to experts
Make lives of clients more convenient by sharing and setting up self-service options
Adhere to policies, procedures, and regulatory banking requirements
Requirements
High school degree, GED, or foreign equivalent
Nice to have: Excellent communication skills
Nice to have: College degree or military equivalent
Nice to have: Experience cultivating relationships with affluent clients
Manage the complete banking relationship for Chase’s affluent clients in Branch Banking, focusing on relationship building, new client acquisition, and product/service recommendations.
Responsibilities
Share the value of Chase Private Client with eligible clients
Actively manage client banking relationships through an advice-based approach
Partner with Specialists to connect customers to experts
Set up self-service options for clients
Adhere to policies, procedures, and regulatory banking requirements
Requirements
High school degree, GED, or foreign equivalent
Nice to have: Excellent communication skills
Nice to have: College degree or military equivalent
Nice to have: Experience cultivating relationships with affluent clients
Private Client Banker in Branch Banking managing affluent clients’ complete banking relationships and driving growth.
Compensation
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, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
Responsibilities
Manage client banking relationships through an advice-based approach
Acquire new clients by soliciting referrals and developing internal and external sources
Partner with specialists to connect customers to experts
Set up self-service options for clients
Adhere to policies, procedures, and regulatory banking requirements
Requirements
High school degree, GED, or foreign equivalent
Nice to have: Excellent communication skills
Nice to have: College degree or military equivalent
Nice to have: Experience cultivating relationships with affluent clients
Manage relationships with affluent clients in a branch setting, driving growth and providing tailored financial advice.
Compensation
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, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
Responsibilities
Share the value of Chase Private Client with clients
Actively manage client banking relationships through an advice-based approach
Partner with specialists to connect customers to experts
Set up self-service options for clients
Adhere to policies, procedures, and regulatory banking requirements
Requirements
High school degree, GED, or foreign equivalent
Nice to have: Excellent communication skills
Nice to have: College degree or military equivalent
Nice to have: Experience cultivating relationships with affluent clients
Manage affluent client banking relationships, generate growth, and provide financial advice.
Compensation
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, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
Responsibilities
Share Chase Private Client values with eligible clients
Actively manage banking relationships through an advice-based approach
Partner with specialists to connect customers to experts
Set up self-service options for clients
Adhere to policies, procedures, and regulatory banking requirements
Requirements
High school degree, GED, or foreign equivalent
Nice to have: Excellent communication skills
Nice to have: College degree or military equivalent
Nice to have: Experience cultivating relationships with affluent clients
Private Client BankerNewJPMorgan Chase & Co. · Ypsilanti, US
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