Private Client Banking Advisor

JPMorgan Chase & Co.; Murfreesboro (TN); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Murfreesboro, Tennessee, seeks a Private Client Banker to be the main point of contact for affluent clients and other customers within the Branch.

You will manage the complete banking relationship, using an advice-based approach to grow balances and service needs. Responsibilities include promoting Chase Private Client, collaborating with specialists for complex needs, and guiding clients to self-service options while complying with banking regulations and licensing

Qualifications

• Proven success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience with revenue generation.
• SIE exam, FINRA Series 6/7, and state registration or completion within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• Adherence to policies, procedures, and regulatory banking requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts with 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

New client acquisition

Financial services experience

SIE exam

FINRA Series 6/7

State registrations (63/66)

Dodd-Frank / TILA compliance

High school diploma

Branch hours availability

Education

High school diploma / GED or equivalent

Job description

JPMorgan Chase & Co. in Murfreesboro, Tennessee, seeks a Private Client Banker to be the main point of contact for affluent clients and other customers within the Branch.

You will manage the complete banking relationship, using an advice-based approach to grow balances and service needs. Responsibilities include promoting Chase Private Client, collaborating with specialists for complex needs, and guiding clients to self-service options while complying with banking regulations and licensing