Private Client Advisor: Elite Relationship Banking

JPMorganChase; Lincoln (NE); On-site; USD 46,000 - 72,000; Full time

Job summary

JPMorganChase in Lincoln, NE seeks a Client Banker to build lasting relationships with customers and employees, delivering education and advice tailored to their financial goals. You will promote the Private Client value and coordinate with specialists to meet complex needs while ensuring compliance with regulatory requirements.

The role requires sales-oriented experience, strong communication, and the ability to work weekends or evenings as needed. Training and licensing support are provided.

Qualifications

• Value-added, relationship-based client acquisition and growth.
• 1+ year branch banking banker or equivalent in financial services.
• SIE, FINRA Series 6/7 and state registrations or Life licenses within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree or foreign equivalent.

Responsibilities

• Promote Chase Private Client value to eligible clients.
• Manage banking relationships with an advice-based approach.
• Connect clients to specialists for specialized financial needs.
• Encourage self-service options for 24/7 access to accounts.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship building

Customer service

Sales

Education

SIE exam / FINRA Series 6/7 / Life licenses (within 180 days)

High school diploma or GED

Tools

NMLS

Job description

JPMorganChase in Lincoln, NE seeks a Client Banker to build lasting relationships with customers and employees, delivering education and advice tailored to their financial goals. You will promote the Private Client value and coordinate with specialists to meet complex needs while ensuring compliance with regulatory requirements.

The role requires sales-oriented experience, strong communication, and the ability to work weekends or evenings as needed. Training and licensing support are provided.