Affluent Client Banking Advisor

JPMorgan Chase & Co.; Newtown Township (Delaware County); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage complete banking relationships for affluent clients and referrals. You will promote Chase Private Client value, coordinate with specialists, and ensure clients access 24/7 self-service options while adhering to regulatory requirements.

The role emphasizes relationship-building, education and advice tailored to clients' financial needs, with a focus on growth and high service standards within branch banking.

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 and licensing requirements or successful completion within 180 days.

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 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

Sales/referral generation

Communication skills

Education

High school degree or equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage complete banking relationships for affluent clients and referrals. You will promote Chase Private Client value, coordinate with specialists, and ensure clients access 24/7 self-service options while adhering to regulatory requirements.

The role emphasizes relationship-building, education and advice tailored to clients' financial needs, with a focus on growth and high service standards within branch banking.