Private Client Banking Advisor

Testing Site - JPMC; Johnston (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase Private Client Banker in Branch Banking serves a select group of affluent clients, managing their complete banking relationship with an advice-based approach and leveraging internal specialists to tailor financial solutions.

You will solicit referrals and maintain client satisfaction while adhering to regulatory requirements and industry licensing. The role supports self-service access for clients and requires compliance with Dodd-Frank and NMLS rules.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• NMLS registration required under the SAFE Act of 2008; registration or updates needed after start date.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages banking relationships through an advice-based approach to provide best-fit products and services.
• Partners with Specialists to connect customers to experts for specialized financial 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

Financial guidance

Communication skills

Compliance knowledge

Adaptability

Education

High school diploma or equivalent

Job description

Chase Private Client Banker in Branch Banking serves a select group of affluent clients, managing their complete banking relationship with an advice-based approach and leveraging internal specialists to tailor financial solutions.

You will solicit referrals and maintain client satisfaction while adhering to regulatory requirements and industry licensing. The role supports self-service access for clients and requires compliance with Dodd-Frank and NMLS rules.