Affluent Client Banking Advisor

Testing Site - JPMC; Fairway (KS); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase Private Client Banker position in the Branch Banking team focuses on stewarding affluent clients and a broader customer base through proactive relationship management. You will drive growth in client balances by cross-selling appropriate products, referrals, and internal collaboration.

The role emphasizes compliance with banking regulations, and requires weekday hours with some weekends/evenings. Training and licensing may be required.

Qualifications

• Demonstrated success acquiring and deepening client relationships.
• Experience in branch banking and revenue generation.
• Licensing and regulatory requirements must be met or completed.

Responsibilities

• Share Chase Private Client value with eligible clients.
• Manage client relationships with an advice-based approach.
• Collaborate with Specialists to connect clients to experts.
• Promote self-service options for 24/7 access to accounts.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship-building

Client acquisition

Regulatory compliance

Communication

Teamwork

Education

High school or equivalent

College degree preferred

Job description

Chase Private Client Banker position in the Branch Banking team focuses on stewarding affluent clients and a broader customer base through proactive relationship management. You will drive growth in client balances by cross-selling appropriate products, referrals, and internal collaboration.

The role emphasizes compliance with banking regulations, and requires weekday hours with some weekends/evenings. Training and licensing may be required.