Affluent Client Banking Advisor

JPMorganChase; Aurora (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Ohio seeks a Private Client Banker in Branch Banking to lead affluent client relationships and grow balances through referrals and service excellence.

You will partner with specialists to connect clients with experts while guiding them to suitable products and digital tools for convenient, 24/7 access. Weekend/evening hours may be required as part of a client-focused model.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• Excellent communication and interpersonal skills for client dialogue and teamwork.
• Ability to identify and pursue new client opportunities and referrals.
• Commitment to regulatory banking requirements and ethical standards.
• Flexibility to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach for best-fit products.
• Collaborates with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.
• Promotes self-service options to access accounts 24/7 for client convenience.
• Adheres to policies and regulatory banking requirements.

Skills

Relationship building

Communication skills

New client acquisition

Account management

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Ohio seeks a Private Client Banker in Branch Banking to lead affluent client relationships and grow balances through referrals and service excellence.

You will partner with specialists to connect clients with experts while guiding them to suitable products and digital tools for convenient, 24/7 access. Weekend/evening hours may be required as part of a client-focused model.