Private Client Banking Advisor

JPMorgan Chase; Burien (WA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage and grow the banking relationship for a select group of affluent clients. You will solicit referrals, partner with specialists, and provide education and advice to meet financial needs.

You will work within a discipline-driven environment, upholding regulatory requirements and offering convenient self-serve options for clients around the clock.

Qualifications

• Value-added, relationship-focused approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• SIE, FINRA Series 6/7, state registrations (63/66 if required) or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma, 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 to deliver best products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Facilitates access to self-service options for clients 24/7.

Skills

Relationship management

New client acquisition

Communication

Regulatory compliance

SIE/FINRA readiness

Excellent communication

Team orientation

Education

High school diploma or GED

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage and grow the banking relationship for a select group of affluent clients. You will solicit referrals, partner with specialists, and provide education and advice to meet financial needs.

You will work within a discipline-driven environment, upholding regulatory requirements and offering convenient self-serve options for clients around the clock.