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JPMorgan Chase2 months ago

Private Client Banker - Houston Northcutt - Mt Pleasant, SC

On-site · Mount Pleasant, South Carolina, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking

Job Summary

Private Client Banker in Chase's Branch Banking handling a select group of affluent clients, managing complete banking relationships, proactively generating growth, soliciting referrals, coordinating with Specialists to connect clients to experts, enabling 24/7 self-service access, and ensuring adherence to banking policies and regulatory requirements. Responsibilities emphasize advisory-based relationship management, cross-functional collaboration with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, and delivering tailored financial education and product recommendations.

Required Qualifications

  • 1+ year Branch Banking Banker or equivalent experience in financial services
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JPMorgan Chase

Private Client Banker - Houston Northcutt - Mt Pleasant, SC

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