Private Client Banking Advisor

JP Morgan Chase; Cameron Park (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships across the firm with a proactive, education-based approach to grow client balances.

You will coordinate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers, guiding clients to the best products while ensuring regulatory compliance and excellent service.

Qualifications

• Proven ability to acquire and deepen client relationships
• Ability to work within banking regulations and process requirements
• Strong communication and interpersonal skills
• Wamiliarity with SIE/FINRA requirements referenced in role
• Flexibility to work branch hours, including weekends/evenings

Responsibilities

• Share the value of Chase Private Client with eligible clients
• Proactively manage banking relationships through an advice-based approach
• Coordinate with Specialists to connect clients with experts
• Facilitate self-service tools for 24/7 access to accounts
• Adhere to applicable policies and regulatory requirements

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance

Team orientation

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships across the firm with a proactive, education-based approach to grow client balances.

You will coordinate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers, guiding clients to the best products while ensuring regulatory compliance and excellent service.