Private Client Banking Advisor

JPMorgan Chase & Co.

City of Canandaigua (NY)

On-site

USD 65,000 - 100,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking. You will be the primary contact for a select group of affluent clients, managing their complete banking relationships with a proactive, advice-based approach.

You will collaborate with specialists to meet clients' sophisticated financial needs, while promoting self-service tools and ensuring compliance with all regulations. Weekend/evening hours are required in this role.

Qualifications

SIE and FINRA Series 6/7 licenses required or must be completed within 180 days.
NMLS SAFE Act registration required or to be completed after hire.
Dodd-Frank/Truth in Lending Act compliance.
High school degree, GED, or foreign equivalent.
Ability to work branch hours including weekends and some evenings.

Responsibilities

Shares the value of Chase Private Client with clients that may be eligible.
Acts as the main contact to manage client relationships and provide advice-based services.
Partners with Specialists to connect clients to experts for specialized needs.
Facilitates self-service access to accounts 24/7 where possible.
Adheres to banking policies, procedures and regulatory requirements.