Elite Private Client Banking Advisor

JPMorgan Chase & Co.; Montgomery (AL); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Montgomery, AL seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients, provide education and advice, and drive growth across the banking relationship.

You will collaborate with Specialists to connect clients with experts, promote self-service options, and ensure regulatory compliance while delivering excellent service and a proactive, trust-based experience.

Qualifications

• 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 regulatory requirements.
• Licensing requirements: SIE, FINRA Series 6/7, state registrations (63/66 if required) or completion within 180 days.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by guiding self-service access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Communication skills

Client acquisition

Sales experience

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in Montgomery, AL seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients, provide education and advice, and drive growth across the banking relationship.

You will collaborate with Specialists to connect clients with experts, promote self-service options, and ensure regulatory compliance while delivering excellent service and a proactive, trust-based experience.