Private Client Banker: Trusted Wealth Advisor

JPMorgan Chase & Co.; Corvallis (OR); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. in Corvallis, Oregon seeks a Private Client Banker to be the main contact for affluent clients and other customers in the Branch. You will manage their complete banking relationship across the company, using a proactive approach to grow balances and solicit referrals.

The role requires 1+ year of banking experience, licenses or timely completion, and a strong focus on education, advice, and compliance with banking rules. Weekend/evening shifts may be required.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, and state registrations required or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach for best products and services.
• Partner with specialists to connect clients to experts for specialized needs.
• Promote self-service options to access accounts 24/7.
• Adhere to policies, procedures and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Corvallis, Oregon seeks a Private Client Banker to be the main contact for affluent clients and other customers in the Branch. You will manage their complete banking relationship across the company, using a proactive approach to grow balances and solicit referrals.

The role requires 1+ year of banking experience, licenses or timely completion, and a strong focus on education, advice, and compliance with banking rules. Weekend/evening shifts may be required.