Private Client Banking Advisor

JPMorganChase; Montgomery (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You’ll manage the full banking relationship, guiding clients with an advisory approach to grow balances and referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet complex financial needs, and promote 24/7 self-service access. Weekend/evening hours required.

Qualifications

• SIE exam and FINRA Series 6/7 licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Branch banking experience with verifiable success in acquiring and growing client relationships.
• Ability to work branch hours including weekends and some evenings.
• HS degree, GED, or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to offer best-fit products.
• Partners with Specialists to connect clients to experts for complex needs.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Branch banking experience

Licensing (SIE/Series 6/7)

Dodd-Frank/TILA compliance

Education: HS or GED

Policy compliance

Flexible hours (weekends/evenings)

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You’ll manage the full banking relationship, guiding clients with an advisory approach to grow balances and referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet complex financial needs, and promote 24/7 self-service access. Weekend/evening hours required.