Affluent Client Relationship Advisor

JPMorgan Chase & Co.; Moline (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Moline, Illinois, dedicated to providing exemplary service to a select group of affluent clients. You will manage their banking relationships through a proactive approach, ensuring they receive tailored financial solutions and education.

You're expected to deepen client relationships, successfully acquire new clients through referrals, and collaborate with specialists to meet diverse financial needs. This role requires compliance with Dodd Frank regulations and flexibility to work various branch hours.

Qualifications

• 1+ year experience in Branch Banking or financial services with client acquisition success.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends.

Responsibilities

• Manage banking relationship through an advice-based approach.
• Actively solicit referrals and develop connections.
• Ensure clients access their accounts conveniently.

Skills

Relationship-oriented approach

Client acquisition

Communication skills

Team orientation

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Moline, Illinois, dedicated to providing exemplary service to a select group of affluent clients. You will manage their banking relationships through a proactive approach, ensuring they receive tailored financial solutions and education.

You're expected to deepen client relationships, successfully acquire new clients through referrals, and collaborate with specialists to meet diverse financial needs. This role requires compliance with Dodd Frank regulations and flexibility to work various branch hours.