Private Client Advisor – Wealth & Relationship Banking

JPMorganChase; Camp Hill (Cumberland County); On-site; USD 55,000 - 95,000; Full time

Job summary

JPMorganChase in the United States is seeking a Branch Banking Banker to build lasting client relationships, advise on products, and help customers manage their money while upholding the bank's compliance standards. The role requires registration under NMLS and compliance with Dodd-Frank/Truth in Lending Act, a high school diploma or equivalent, and the ability to work weekends and some evenings.

A college degree or military experience is preferred, and you will collaborate with Specialists to

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• 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 who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-based selling

Client acquisition

Excellent communication

Team orientation

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase in the United States is seeking a Branch Banking Banker to build lasting client relationships, advise on products, and help customers manage their money while upholding the bank's compliance standards. The role requires registration under NMLS and compliance with Dodd-Frank/Truth in Lending Act, a high school diploma or equivalent, and the ability to work weekends and some evenings.

A college degree or military experience is preferred, and you will collaborate with Specialists to