Private Client Advisor

JPMorganChase; Boerne (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Branch Banker to actively manage customer relationships and promote Chase Private Client services in the United States. You will collaborate with Specialists to tailor financial solutions and help clients access accounts anytime with self-service tools.

The role requires strong communication, a proven sales-oriented mindset, and adherence to regulatory requirements. A college degree is preferred, with potential for long-term career development within the firm.

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 revenue generation and new client acquisition.
• Regulatory knowledge including Dodd-Frank/Truth in Lending Act; licenses may be required or completed within 180 days.

Responsibilities

• Shares the value of Chase Private Client with clients eligible.
• Manages banking relationships with an advice-based approach for best-fit products/services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Increases client convenience by promoting self-service access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Customer service

Communication skills

Sales & advisory

Education

High school degree or GED

Job description

JPMorgan Chase & Co. seeks a Branch Banker to actively manage customer relationships and promote Chase Private Client services in the United States. You will collaborate with Specialists to tailor financial solutions and help clients access accounts anytime with self-service tools.

The role requires strong communication, a proven sales-oriented mindset, and adherence to regulatory requirements. A college degree is preferred, with potential for long-term career development within the firm.