Affluent Client Banking Advisor

JPMorgan Chase & Co.; Olive Branch (MS); On-site; USD 50,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their banking relationship with an education-based and advice-driven approach. This role emphasizes growth through referrals and collaboration with specialists to meet clients' financial needs.

The position requires adherence to banking regulations, flexibility to work weekends/evenings, and licensing as part of the onboarding process.

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 track record of revenue generation.
• Compliance with applicable banking regulations and licensing requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible

Skills

Relationship building

New client acquisition

Financial services experience

Communication skills

Education

High School diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their banking relationship with an education-based and advice-driven approach. This role emphasizes growth through referrals and collaboration with specialists to meet clients' financial needs.

The position requires adherence to banking regulations, flexibility to work weekends/evenings, and licensing as part of the onboarding process.