Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Independence Township (OH); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase in Ohio is seeking a Private Client Banker to serve a select group of affluent clients within Branch Banking, managing their complete banking relationship with an advice-based approach and a focus on growth.

You will help acquire new clients through referrals and collaborate with Specialists to connect clients to experts, while promoting self-service options and adhering to regulatory requirements.

Qualifications

• Value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with success in new client acquisition, cultivation and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• 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 for specialized financial needs.
• Makes lives of clients more convenient by sharing and enabling self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Compliance knowledge

Licensing requirements

Dodd-Frank knowledge

Time management

Education

High school diploma

GED or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase in Ohio is seeking a Private Client Banker to serve a select group of affluent clients within Branch Banking, managing their complete banking relationship with an advice-based approach and a focus on growth.

You will help acquire new clients through referrals and collaborate with Specialists to connect clients to experts, while promoting self-service options and adhering to regulatory requirements.