Private Banking Relationship Advisor

JPMorganChase; Seattle (WA); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking. You will be the main point of contact for Chase's affluent clients, managing their complete banking relationship with a proactive, advice-based approach to grow balances.

This role requires building referrals, complying with regulatory requirements, and working branch hours including weekends. Strong communication and relationship-building skills help deliver tailored financial solutions and excellent service.

Qualifications

• Proven ability to acquire and deepen client relationships with a value-added approach.
• 1+ year of Branch Banking Banker or equivalent experience in financial services with revenue growth success.
• Compliance with regulatory requirements including Dodd-Frank/TILA and related licenses.
• 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 optimize product fit.
• Partners with specialists to connect clients to experts for complex needs.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to applicable policies and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Effective communication

Education

High school diploma or GED

College degree preferred

Tools

NMLS Registration

SIE Exam

FINRA Series 6/7

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking. You will be the main point of contact for Chase's affluent clients, managing their complete banking relationship with a proactive, advice-based approach to grow balances.

This role requires building referrals, complying with regulatory requirements, and working branch hours including weekends. Strong communication and relationship-building skills help deliver tailored financial solutions and excellent service.