Elite Private Client Banker – Relationship Advisor

JPMorgan Chase & Co.; California (MO); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers.

You will manage the full banking relationship with a proactive, growth-oriented approach, coordinating with specialists to meet complex financial needs and expanding advisory services. You will work with clients to promote self-service access and ensure alignment with company policy and regulatory requirements, including weekends and some

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 and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or to be 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 eligible clients.
• Manages banking relationships with an advice-based approach to match client needs with best products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Facilitates client convenience by promoting self-service options available 24/7.
• Complies with all applicable policies, procedures and banking regulations.

Skills

Relationship building

Client acquisition

Communication skills

Regulatory compliance

Branch banking experience

Education

High school diploma or GED

College degree or military equivalent

Tools

SIE exam

FINRA Series 6/7

State registration (63/66)

Life licenses

NMLS registration

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers.

You will manage the full banking relationship with a proactive, growth-oriented approach, coordinating with specialists to meet complex financial needs and expanding advisory services. You will work with clients to promote self-service access and ensure alignment with company policy and regulatory requirements, including weekends and some