Affluent Client Banking Advisor

Next Frontier Capital; Greensboro (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and cross-sell the firm’s wealth and banking products. You will manage end-to-end relationships, solicit referrals, and coordinate with specialists to meet complex financial needs.

The role requires strong relationship skills, excellent communication, and compliance with banking regulations, including licensing and fiduciary guidelines. Weekend/evening hours may be required.

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 revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and licensing requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients and manages their banking relationship.
• Solicits referrals and develops internal/external sources to acquire new clients.
• Partners with specialists to connect clients to experts for specialized financial needs.
• Sets up self-service options to access accounts 24/7 and ensures regulatory adherence.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance

Communication skills

Time management

Education

High school diploma

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and cross-sell the firm’s wealth and banking products. You will manage end-to-end relationships, solicit referrals, and coordinate with specialists to meet complex financial needs.

The role requires strong relationship skills, excellent communication, and compliance with banking regulations, including licensing and fiduciary guidelines. Weekend/evening hours may be required.