Elite Private Client Banker & Advisor

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

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent clients within a Branch, building lasting relationships and driving growth through referral networks and proactive service.

The role focuses on an advice-based approach, collaboration with specialists, and supporting clients with 24/7 access to self-service options, while complying with relevant 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.
• Starting Oct. 1, 2018, SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses must be obtained or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Adherence to 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 clients that may be eligible.
• Manages banking relationships through an advice-based approach to provide best-fit products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service options access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

Client acquisition

Communication skills

Regulatory knowledge

Sales-oriented

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent clients within a Branch, building lasting relationships and driving growth through referral networks and proactive service.

The role focuses on an advice-based approach, collaboration with specialists, and supporting clients with 24/7 access to self-service options, while complying with relevant regulations.