Private Client Banking Advisor

JPMorgan Chase; Huntsville (AL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care

Wellness centers

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Huntsville, AL is seeking a Private Client Banker in Branch Banking to be the main contact for Chase's affluent clients, managing their banking relationship with a proactive, education-focused approach. You will acquire new clients through referrals, partner with specialists to meet complex needs, and promote convenient self-service options while upholding regulatory standards.

This role offers opportunities to grow relationships, deliver customized financial guidance, and

Qualifications

• High school diploma or GED required.
• SIE and FINRA Series 6/7 licenses or eligibility to obtain within 180 days.

Responsibilities

• Shares value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New-client acquisition

Regulatory compliance

Customer service

Education

High school diploma or GED

Job description

JPMorgan Chase in Huntsville, AL is seeking a Private Client Banker in Branch Banking to be the main contact for Chase's affluent clients, managing their banking relationship with a proactive, education-focused approach. You will acquire new clients through referrals, partner with specialists to meet complex needs, and promote convenient self-service options while upholding regulatory standards.

This role offers opportunities to grow relationships, deliver customized financial guidance, and