Affluent Client Banker & Relationship Advisor

JP Morgan Chase; Benicia (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase in Benicia, CA seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach and proactive referrals. You will collaborate with specialists to meet financial needs, promote self-service options, and ensure strict adherence to banking regulations.

The role requires licensing and compliance with applicable acts, and weekend/evening hours are expected.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to meet clients' needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Sets up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Customer service

Excellent communication

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase in Benicia, CA seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach and proactive referrals. You will collaborate with specialists to meet financial needs, promote self-service options, and ensure strict adherence to banking regulations.

The role requires licensing and compliance with applicable acts, and weekend/evening hours are expected.