Affluent Private Client Banking Advisor

JPMorgan Chase; Mount Juliet (TN); On-site; USD 75,000 - 95,000; Full time

Job summary

JPMorgan Chase in Mount Juliet, TN seeks a Private Client Banker to manage affluent client relationships and deliver tailored banking solutions. You will leverage a proactive, advice-based approach to grow client balances and acquire new clients through referrals and strong internal/external networks.

The role emphasizes helping clients access self-service options, coordinating with Private Client Advisors and Mortgage Bankers, and maintaining strict compliance with banking regulations.

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 related requirements
• SIE exam and FINRA Series 6/7, state registration within 180 days of starting the role
• Adherence to bank policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages banking relationships with an advice-based approach to meet client needs
• Partners with Specialists to connect customers to experts for complex financial needs
• Helps clients access self-service options for 24/7 account access
• Adheres to regulatory and internal banking policies and procedures

Skills

Relationship building

Sales experience

Excellent communication

Financial services knowledge

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in Mount Juliet, TN seeks a Private Client Banker to manage affluent client relationships and deliver tailored banking solutions. You will leverage a proactive, advice-based approach to grow client balances and acquire new clients through referrals and strong internal/external networks.

The role emphasizes helping clients access self-service options, coordinating with Private Client Advisors and Mortgage Bankers, and maintaining strict compliance with banking regulations.