Private Client Banking Advisor

JPMorganChase; Medina (OH); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing relationships and driving growth across the bank’s products and services.

You will acquire new clients through referrals and internal/external sources, collaborating with specialists to connect customers to experts and to expand balances over time.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience with success in acquiring, cultivating and maintaining client relationships.
• SIE exam and FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Advise clients on Chase Private Client value and services.
• Manage client banking relationships with an advice-based approach.
• Partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers for specialist access.
• Set up self-service options to access accounts 24/7.
• Adhere to banking policies, procedures and regulatory requirements.

Skills

Relationship selling

New client acquisition

Regulatory compliance

Excellent communication

Team oriented

Education

High school diploma

College degree

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing relationships and driving growth across the bank’s products and services.

You will acquire new clients through referrals and internal/external sources, collaborating with specialists to connect customers to experts and to expand balances over time.