Job Summary
Manage banking relationships for affluent clients, delivering personalized financial guidance and education to meet their needs. The role also focuses on building the client base through referrals and internal lead sources while following applicable banking regulations.
Responsibilities
- Oversee and develop relationships with affluent banking clients.
- Provide tailored financial advice and help clients understand relevant products and services.
- Seek new client relationships through referrals and internal sources.
- Conduct business in accordance with banking regulations and compliance requirements.
Qualifications
- At least one year of experience in branch banking.
- High school diploma or GED.
- Current required FINRA and state licenses, or willingness to obtain them.
- Availability to work flexible branch hours.
JPMorgan Chase & Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
