Private Client Banking Advisor

JPMorgan Chase & Co.; Hilton Head Island (SC); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking who will serve as the main contact for a select group of affluent clients, managing their complete banking relationship across the company with a proactive approach to grow balances.

You will help acquire new clients through referrals and develop internal and external sources, coordinating with specialists to meet clients' financial needs and providing education and advice tailored to their situations.

Qualifications

• 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 revenue generation.
• SIE exam, FINRA Series 6/7, state registration and Life licenses or completion within 180 days of start.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, 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 offer best products and services.
• Partners with Specialists to connect customers to experts for specialized needs.
• Sets up self-service options to access accounts 24/7 for client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Client acquisition

Affluent client service

Communication skills

Compliance and regulatory

Education

High school diploma/GED

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking who will serve as the main contact for a select group of affluent clients, managing their complete banking relationship across the company with a proactive approach to grow balances.

You will help acquire new clients through referrals and develop internal and external sources, coordinating with specialists to meet clients' financial needs and providing education and advice tailored to their situations.