Private Client Banking Advisor

JPMorganChase; Englewood (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Client Banking professional to manage and deepen relationships with Chase Private Client and other customers. You will advise on the best products and services to fit each client’s financial goals, building lasting relationships across branches and with specialists for complex needs.

The role emphasizes compliant, education-focused guidance, participation in nontraditional hours, and a commitment to diversity and inclusion while delivering superior service.

Qualifications

• Contains items like demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with verifiable success in new client acquisition, cultivating, and maintaining relationships and revenue.
• Compliance with Dodd Frank/Truth in Lending Act and related regulatory 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 banking relationships with an advice-based approach to tailor products and services.
• Partners with Specialists to connect customers to experts for specialized needs.
• Makes lives of clients more convenient by promoting self-service access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Financial services experience

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase is seeking a Client Banking professional to manage and deepen relationships with Chase Private Client and other customers. You will advise on the best products and services to fit each client’s financial goals, building lasting relationships across branches and with specialists for complex needs.

The role emphasizes compliant, education-focused guidance, participation in nontraditional hours, and a commitment to diversity and inclusion while delivering superior service.