Elite Private Client Banking Advisor

JPMorgan Chase & Co.; Cleveland (OH); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Cleveland seeks a Private Client Banker to lead a managed banking relationship for affluent clients, advising on suitable products and services. You will coordinate with specialists to meet complex needs and promote convenient self-service access 24/7, while upholding regulatory standards and policies.

The role requires a strong focus on relationship growth, ability to work in a branch setting, and weekend/evening hours where needed.

Qualifications

• Demonstrated success using a relationship-based approach to grow client relationships.
• 1+ year Branch Banking experience with new client acquisition and revenue generation.
• SIE / FINRA Series 6/7 and state registrations or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma, GED, or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Collaborates with Specialists to connect clients to experts for complex needs.
• Enables client access to self-service options 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

Regulatory knowledge

Communication skills

Team orientation

Education

High school degree

Job description

JPMorgan Chase & Co. in Cleveland seeks a Private Client Banker to lead a managed banking relationship for affluent clients, advising on suitable products and services. You will coordinate with specialists to meet complex needs and promote convenient self-service access 24/7, while upholding regulatory standards and policies.

The role requires a strong focus on relationship growth, ability to work in a branch setting, and weekend/evening hours where needed.