Affluent Client Advisor & Relationship Banker

Testing Site - JPMC; Newark (DE); On-site; USD 55,000 - 75,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage full banking relationships with a proactive, education-driven approach. You will build lasting relationships and help clients access education and advice tailored to their financial needs.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts, promote self-service options, and ensure compliance with banking regulations

Qualifications

• 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
• 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

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

Skills

Relationship management

New client acquisition

Excellent communication skills

Affluent clients experience

Education

SIE exam

FINRA Series 6/7

State registration (63/66)

Life licenses

High school degree

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage full banking relationships with a proactive, education-driven approach. You will build lasting relationships and help clients access education and advice tailored to their financial needs.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts, promote self-service options, and ensure compliance with banking regulations