Affluent Client Banking Advisor

JPMorganChase; Spartanburg (SC); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship across the firm.

You will proactively solicit referrals and work with specialists to connect clients to experts for specialized financial needs, while ensuring convenient 24/7 self-service access and strict adherence to regulatory requirements.

Qualifications

• Experience acquiring and maintaining client relationships.
• 1+ year experience in Branch Banking or equivalent.
• SIE/FINRA licensing required within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships using an advice-based approach.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers.
• Helps clients access accounts with self-service options 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Financial services

Customer service

Sales referrals

Regulatory compliance

Education

SIE exam & FINRA 6/7

High School diploma

NMLS licensing

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship across the firm.

You will proactively solicit referrals and work with specialists to connect clients to experts for specialized financial needs, while ensuring convenient 24/7 self-service access and strict adherence to regulatory requirements.