Private Client Banker: Wealth & Relationship Advisor

JPMorgan Chase & Co.; Hudson (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Hudson, OH is seeking a Private Client Banker in Branch Banking who serves as the main contact for a select group of affluent clients and other customers, managing their complete banking relationship with a proactive, education-led approach.

You will collaborate with Specialists to connect clients to tailored solutions, promote self-service options, and ensure compliance with all banking regulations.

Qualifications

• Minimum 1+ year experience in Branch Banking or equivalent
• Licensure requirements: SIE, FINRA 6/7, and state registration or must complete within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• Ability to work weekends and some evenings

Responsibilities

• Actively manages client relationships with an advice-based approach
• Solicits referrals to expand the client base
• Collaborates with specialists to connect clients to experts
• Makes self-service options accessible for clients 24/7
• Adheres to banking policies and regulatory requirements

Skills

Excellent communication skills

Relationship-building

Client acquisition experience

Advisory skills

Education

High school diploma, GED, or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Hudson, OH is seeking a Private Client Banker in Branch Banking who serves as the main contact for a select group of affluent clients and other customers, managing their complete banking relationship with a proactive, education-led approach.

You will collaborate with Specialists to connect clients to tailored solutions, promote self-service options, and ensure compliance with all banking regulations.