Private Client Banking Advisor

JPMorgan Chase & Co.; Mobile (AL); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and maintain their complete banking relationship across the company.

The role emphasizes a proactive, advice-based approach to growth and collaboration with specialists to address specialized financial needs. Key duties include expanding client balances, soliciting referrals, and ensuring access to self-service options.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act.
• Requires National Mortgage Licensing System (NMLS) registration and related licensing requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to deliver best 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-oriented sales

Client acquisition

Compliance knowledge

Dodd-Frank Act

Regulatory licensing

Branch banking hours

NMLS registration

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and maintain their complete banking relationship across the company.

The role emphasizes a proactive, advice-based approach to growth and collaboration with specialists to address specialized financial needs. Key duties include expanding client balances, soliciting referrals, and ensuring access to self-service options.