Affluent Client Banking Advisor

JPMorgan Chase & Co.; Wooster (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main point of contact for a select group of affluent clients. You will manage their complete banking relationship across the company, employing a proactive approach to grow balances and foster referrals.

You will partner with specialists to connect clients with experts for their financial needs and help clients access self-service options 24/7, while adhering to policies and regulatory requirements.

Qualifications

• Proven ability to acquire and deepen client relationships.
• Strong communication and interpersonal skills for client interactions.
• Ability to work in a branch banking environment with flexible hours.
• Compliance with banking regulations and internal policies.

Responsibilities

• Manage banking relationships for affluent clients and other customers.
• Solicit referrals and develop internal/external sources to grow client base.
• Collaborate with specialists to connect clients with experts for complex needs.
• Promote self-service options to enhance client convenience and access to accounts.

Skills

Relationship banking

New client acquisition

Communication skills

Team orientation

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main point of contact for a select group of affluent clients. You will manage their complete banking relationship across the company, employing a proactive approach to grow balances and foster referrals.

You will partner with specialists to connect clients with experts for their financial needs and help clients access self-service options 24/7, while adhering to policies and regulatory requirements.