Private Client Banking Advisor

JPMorganChase; Huntsville (AL); On-site; USD 40,000 - 60,000; Full time

Job summary

JPMorganChase is seeking a Branch Banking Banker to serve customers in Huntsville, AL, delivering tailored advice and promoting Chase Private Client solutions. You will grow relationships and coordinate with specialists to meet diverse financial needs.

The role requires 1+ year in banking, compliance with regulatory frameworks, and the ability to work weekends/evenings. A college degree is preferred, with opportunities for career progression within the bank.

Qualifications

• Value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) and Life licenses required within 180 days of start.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Promote Chase Private Client value to eligible clients.
• Actively manage banking relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts for specialized financial needs.
• Make lives of clients easier by enabling self-service options 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Communication

Relationship management

Sales

Financial services

Education

High school diploma or GED

College degree

Job description

JPMorganChase is seeking a Branch Banking Banker to serve customers in Huntsville, AL, delivering tailored advice and promoting Chase Private Client solutions. You will grow relationships and coordinate with specialists to meet diverse financial needs.

The role requires 1+ year in banking, compliance with regulatory frameworks, and the ability to work weekends/evenings. A college degree is preferred, with opportunities for career progression within the bank.